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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 | $68,511 | $93,064-26.4% | $74,577-8.1% | $273,972-75.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 16.28% | 26.18%-9.9pp | 20.47%-4.2pp | 41.46%-25.2pp |
| Employer contribution / active EE | $23,931 | $3,160+657.3% | $2,525+847.7% | $4,869+391.5% |
| Participant deferral / active EE | $18,372 | $4,160+341.6% | $3,458+431.2% | $5,287+247.5% |
| Admin fee / account holder | $3,216 | $5,273-39.0% | $4,138-22.3% | $10,133-68.3% |