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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 | $22,194 | $88,672-75.0% | $105,223-78.9% | $82,448-73.1% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 31.78% | 30.86%+0.9pp | 180.65%-148.9pp | 41.64%-9.9pp |
| Employer contribution / active EE | $6,018 | $3,048+97.4% | $3,689+63.2% | $2,551+135.9% |
| Participant deferral / active EE | $2,242 | $4,036-44.5% | $5,072-55.8% | $4,139-45.8% |
| Admin fee / account holder | $3,011 | $7,146-57.9% | $8,859-66.0% | $7,234-58.4% |