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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 | $37,580 | $112,729-66.7% | $98,716-61.9% | $137,256-72.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 20.32% | 38.48%-18.2pp | 31.81%-11.5pp | 220.34%-200.0pp |
| Employer contribution / active EE | $6,587 | $2,725+141.7% | $2,279+189.1% | $4,156+58.5% |
| Participant deferral / active EE | $8,968 | $4,640+93.3% | $4,048+121.6% | $6,407+40.0% |
| Admin fee / account holder | $3,055 | $10,129-69.8% | $8,703-64.9% | $12,270-75.1% |