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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 | $35,198 | $114,119-69.2% | $107,187-67.2% | $138,895-74.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 16.97% | 273.21%-256.2pp | 204.55%-187.6pp | 145.39%-128.4pp |
| Employer contribution / active EE | $8,304 | $4,059+104.6% | $3,782+119.6% | $4,194+98.0% |
| Participant deferral / active EE | $7,410 | $5,538+33.8% | $5,096+45.4% | $6,396+15.8% |
| Admin fee / account holder | $20,649 | $10,024+106.0% | $9,162+125.4% | $12,562+64.4% |