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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 | $38,965 | $81,504-52.2% | $102,437-62.0% | $80,959-51.9% |
| Participation rate | 93.8% | 66.9%+26.9pp | 74.5%+19.2pp | 67.7%+26.1pp |
| Annual return | 11.92% | 25.60%-13.7pp | 24.95%-13.0pp | 35.67%-23.8pp |
| Employer contribution / active EE | $13,928 | $3,104+348.8% | $3,871+259.8% | $2,757+405.1% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,300-100.0% |
| Admin fee / account holder | $16,409 | $6,719+144.2% | $8,388+95.6% | $6,925+136.9% |