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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 | $39,974 | $97,289-58.9% | $92,805-56.9% | $155,188-74.2% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 15.64% | 29.03%-13.4pp | 31.59%-16.0pp | 148.84%-133.2pp |
| Employer contribution / active EE | $7,746 | $3,632+113.3% | $3,424+126.2% | $4,248+82.4% |
| Participant deferral / active EE | $12,015 | $8,795+36.6% | $8,448+42.2% | $6,531+84.0% |
| Admin fee / account holder | $33,294 | $12,015+177.1% | $10,911+205.2% | $14,480+129.9% |