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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 | $36,556 | $102,245-64.2% | $89,340-59.1% | $137,256-73.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 13.88% | 21.89%-8.0pp | 20.57%-6.7pp | 220.34%-206.5pp |
| Employer contribution / active EE | $5,461 | $2,529+115.9% | $2,231+144.8% | $4,156+31.4% |
| Participant deferral / active EE | $10,272 | $4,436+131.5% | $3,823+168.7% | $6,407+60.3% |
| Admin fee / account holder | $22,840 | $8,085+182.5% | $6,704+240.7% | $12,270+86.1% |