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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 | $33,099 | $63,861-48.2% | $104,639-68.4% | $79,856-58.6% |
| Participation rate | 100.0% | 64.9%+35.1pp | 74.1%+25.9pp | 69.6%+30.4pp |
| Annual return | 11.26% | 21.30%-10.0pp | 340.67%-329.4pp | 31.71%-20.5pp |
| Employer contribution / active EE | $2,735 | $1,588+72.2% | $2,682+2.0% | $2,471+10.7% |
| Participant deferral / active EE | $8,263 | $2,693+206.8% | $3,738+121.1% | $3,741+120.9% |
| Admin fee / account holder | $6,486 | $4,185+55.0% | $6,465+0.3% | $5,306+22.2% |