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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 | $36,368 | $127,387-71.5% | $115,038-68.4% | $125,389-71.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 2.22% | 31.28%-29.1pp | 26.14%-23.9pp | 282.24%-280.0pp |
| Employer contribution / active EE | $15,400 | $5,166+198.1% | $4,608+234.2% | $4,866+216.5% |
| Participant deferral / active EE | $7,161 | $6,423+11.5% | $6,026+18.8% | $5,352+33.8% |
| Admin fee / account holder | $49,475 | $9,516+419.9% | $8,175+505.2% | $9,541+418.6% |