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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 | $46,334 | $106,280-56.4% | $96,538-52.0% | $139,487-66.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 13.72% | 38.48%-24.8pp | 35.74%-22.0pp | 373.84%-360.1pp |
| Employer contribution / active EE | $13,078 | $4,107+218.4% | $3,740+249.7% | $4,755+175.1% |
| Participant deferral / active EE | $12,663 | $5,457+132.1% | $4,880+159.5% | $6,713+88.6% |
| Admin fee / account holder | $27,362 | $7,888+246.9% | $6,737+306.1% | $11,407+139.9% |