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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 | $67,604 | $93,064-27.4% | $74,577-9.3% | $273,972-75.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 9.94% | 26.18%-16.2pp | 20.47%-10.5pp | 41.46%-31.5pp |
| Employer contribution / active EE | $9,815 | $3,160+210.6% | $2,525+288.7% | $4,869+101.6% |
| Participant deferral / active EE | $21,920 | $4,160+426.9% | $3,458+533.9% | $5,287+314.6% |
| Admin fee / account holder | $11,692 | $5,273+121.7% | $4,138+182.5% | $10,133+15.4% |