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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 | $30,391 | $97,289-68.8% | $92,805-67.3% | $155,188-80.4% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 21.89% | 29.03%-7.1pp | 31.59%-9.7pp | 148.84%-127.0pp |
| Employer contribution / active EE | $6,199 | $3,632+70.7% | $3,424+81.0% | $4,248+45.9% |
| Participant deferral / active EE | $13,870 | $8,795+57.7% | $8,448+64.2% | $6,531+112.4% |
| Admin fee / account holder | $4,299 | $12,015-64.2% | $10,911-60.6% | $14,480-70.3% |