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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 | $50,979 | $72,273-29.5% | $101,275-49.7% | $79,856-36.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 12.53% | 22.30%-9.8pp | 46.48%-33.9pp | 31.71%-19.2pp |
| Employer contribution / active EE | $8,662 | $2,691+221.9% | $3,660+136.7% | $2,471+250.5% |
| Participant deferral / active EE | $2,104 | $3,282-35.9% | $4,371-51.9% | $3,741-43.7% |
| Admin fee / account holder | $11,779 | $4,401+167.6% | $5,948+98.0% | $5,306+122.0% |