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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 | $69,557 | $97,648-28.8% | $121,663-42.8% | $87,485-20.5% |
| Participation rate | 100.0% | 70.5%+29.5pp | 74.5%+25.5pp | 68.9%+31.1pp |
| Annual return | 22.64% | 18.03%+4.6pp | 147.54%-124.9pp | 26.06%-3.4pp |
| Employer contribution / active EE | $6,392 | $2,300+177.9% | $3,020+111.7% | $2,596+146.2% |
| Participant deferral / active EE | $12,042 | $3,923+206.9% | $4,887+146.4% | $4,274+181.8% |
| Admin fee / account holder | $7,467 | $11,100-32.7% | $14,289-47.7% | $7,775-4.0% |