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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 | $40,481 | $87,733-53.9% | $106,555-62.0% | $85,847-52.8% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 15.91% | 21.86%-5.9pp | 26.80%-10.9pp | 318.61%-302.7pp |
| Employer contribution / active EE | $6,060 | $2,073+192.3% | $2,819+114.9% | $2,565+136.2% |
| Participant deferral / active EE | $11,944 | $3,469+244.3% | $4,399+171.5% | $3,952+202.2% |
| Admin fee / account holder | $7,239 | $6,767+7.0% | $7,408-2.3% | $6,261+15.6% |