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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 | $38,521 | $77,707-50.4% | $70,160-45.1% | $139,466-72.4% |
| Participation rate | 100.0% | 83.1%+16.9pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 22.79% | 19.30%+3.5pp | 19.08%+3.7pp | 373.66%-350.9pp |
| Employer contribution / active EE | $3,306 | $4,986-33.7% | $4,285-22.8% | $4,754-30.5% |
| Participant deferral / active EE | $5,974 | $6,443-7.3% | $5,394+10.8% | $6,712-11.0% |
| Admin fee / account holder | $1,498 | $5,397-72.3% | $4,582-67.3% | $11,409-86.9% |