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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,896 | $161,352-51.7% | $134,172-41.9% | $137,256-43.2% |
| Participation rate | 100.0% | 78.3%+21.7pp | 72.5%+27.5pp | 80.0%+20.0pp |
| Annual return | 14.72% | 28.72%-14.0pp | 25.30%-10.6pp | 220.34%-205.6pp |
| Employer contribution / active EE | $7,412 | $4,099+80.8% | $3,420+116.7% | $4,156+78.4% |
| Participant deferral / active EE | $7,871 | $5,552+41.8% | $4,690+67.8% | $6,407+22.9% |
| Admin fee / account holder | $49,866 | $15,028+231.8% | $12,016+315.0% | $12,270+306.4% |