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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 | $27,216 | $124,425-78.1% | $112,040-75.7% | $137,256-80.2% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | 11.86% | 24.72%-12.9pp | 24.52%-12.7pp | 220.34%-208.5pp |
| Employer contribution / active EE | $11,691 | $3,411+242.7% | $2,954+295.8% | $4,156+181.3% |
| Participant deferral / active EE | $9,292 | $5,718+62.5% | $5,098+82.3% | $6,407+45.0% |
| Admin fee / account holder | $71,413 | $15,207+369.6% | $12,098+490.3% | $12,270+482.0% |