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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 | $32,405 | $135,956-76.2% | $123,894-73.8% | $273,972-88.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 9.97% | 56.63%-46.7pp | 47.52%-37.5pp | 41.46%-31.5pp |
| Employer contribution / active EE | $11,376 | $5,170+120.1% | $4,617+146.4% | $4,869+133.7% |
| Participant deferral / active EE | $4,334 | $6,343-31.7% | $5,984-27.6% | $5,287-18.0% |
| Admin fee / account holder | $1,853 | $9,817-81.1% | $8,357-77.8% | $10,133-81.7% |