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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 | $32,112 | $135,956-76.4% | $123,894-74.1% | $273,972-88.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.65% | 56.63%-48.0pp | 47.52%-38.9pp | 41.46%-32.8pp |
| Employer contribution / active EE | $12,241 | $5,170+136.8% | $4,617+165.1% | $4,869+151.4% |
| Participant deferral / active EE | $11,825 | $6,343+86.4% | $5,984+97.6% | $5,287+123.7% |
| Admin fee / account holder | $6,837 | $9,817-30.4% | $8,357-18.2% | $10,133-32.5% |