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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 | $40,843 | $93,064-56.1% | $74,577-45.2% | $273,972-85.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 4.94% | 26.18%-21.2pp | 20.47%-15.5pp | 41.46%-36.5pp |
| Employer contribution / active EE | $8,861 | $3,160+180.4% | $2,525+250.9% | $4,869+82.0% |
| Participant deferral / active EE | $10,996 | $4,160+164.3% | $3,458+218.0% | $5,287+108.0% |
| Admin fee / account holder | $23,432 | $5,273+344.4% | $4,138+466.3% | $10,133+131.3% |