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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 | $40,158 | $135,956-70.5% | $123,894-67.6% | $273,972-85.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 3.82% | 56.63%-52.8pp | 47.52%-43.7pp | 41.46%-37.6pp |
| Employer contribution / active EE | $23,820 | $5,170+360.8% | $4,617+415.9% | $4,869+389.2% |
| Participant deferral / active EE | $10,028 | $6,343+58.1% | $5,984+67.6% | $5,287+89.7% |
| Admin fee / account holder | $23,797 | $9,817+142.4% | $8,357+184.7% | $10,133+134.9% |