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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 | $35,258 | $135,956-74.1% | $123,894-71.5% | $273,972-87.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 12.22% | 56.63%-44.4pp | 47.52%-35.3pp | 41.46%-29.2pp |
| Employer contribution / active EE | $11,047 | $5,170+113.7% | $4,617+139.3% | $4,869+126.9% |
| Participant deferral / active EE | $12,819 | $6,343+102.1% | $5,984+114.2% | $5,287+142.4% |
| Admin fee / account holder | $1,943 | $9,817-80.2% | $8,357-76.8% | $10,133-80.8% |