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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 | $34,937 | $115,225-69.7% | $100,712-65.3% | $138,895-74.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 14.48% | 40.35%-25.9pp | 33.27%-18.8pp | 145.39%-130.9pp |
| Employer contribution / active EE | $8,612 | $2,771+210.8% | $2,313+272.4% | $4,194+105.3% |
| Participant deferral / active EE | $2,609 | $4,699-44.5% | $4,085-36.1% | $6,396-59.2% |
| Admin fee / account holder | $16,435 | $10,844+51.6% | $9,256+77.6% | $12,562+30.8% |