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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 | $47,434 | $123,155-61.5% | $108,753-56.4% | $155,188-69.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 15.60% | 44.73%-29.1pp | 37.47%-21.9pp | 148.84%-133.2pp |
| Employer contribution / active EE | $3,809 | $2,811+35.5% | $2,427+57.0% | $4,248-10.3% |
| Participant deferral / active EE | $8,624 | $4,623+86.5% | $4,115+109.6% | $6,531+32.0% |
| Admin fee / account holder | $34,758 | $12,126+186.6% | $10,320+236.8% | $14,480+140.0% |