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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 | $99,380-63.2% | $90,312-59.5% | $155,188-76.4% |
| Participation rate | 100.0% | 77.3%+22.7pp | 72.9%+27.1pp | 80.8%+19.2pp |
| Annual return | 13.88% | 19.35%-5.5pp | 18.90%-5.0pp | 148.84%-135.0pp |
| Employer contribution / active EE | $5,461 | $2,390+128.5% | $2,243+143.5% | $4,248+28.6% |
| Participant deferral / active EE | $10,272 | $4,212+143.9% | $3,749+174.0% | $6,531+57.3% |
| Admin fee / account holder | $22,840 | $9,766+133.9% | $8,248+176.9% | $14,480+57.7% |