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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 | $36,513 | $106,749-65.8% | $145,433-74.9% | $82,448-55.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 16.96% | 27.59%-10.6pp | 66.58%-49.6pp | 41.64%-24.7pp |
| Employer contribution / active EE | $11,807 | $3,444+242.8% | $4,554+159.2% | $2,551+362.9% |
| Participant deferral / active EE | $6,392 | $6,519-1.9% | $7,897-19.1% | $4,139+54.4% |
| Admin fee / account holder | $5,724 | $8,390-31.8% | $13,129-56.4% | $7,234-20.9% |