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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 | $79,974 | $110,307-27.5% | $96,576-17.2% | $139,456-42.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 11.96% | 26.40%-14.4pp | 25.87%-13.9pp | 373.45%-361.5pp |
| Employer contribution / active EE | $25,046 | $3,619+592.0% | $2,965+744.7% | $4,753+427.0% |
| Participant deferral / active EE | $21,094 | $5,547+280.2% | $4,851+334.8% | $6,711+214.3% |
| Admin fee / account holder | $39,331 | $11,597+239.2% | $8,253+376.6% | $11,407+244.8% |