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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 | $31,342 | $117,895-73.4% | $102,460-69.4% | $145,897-78.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.12% | 31.92%-19.8pp | 29.47%-17.4pp | 552.29%-540.2pp |
| Employer contribution / active EE | $7,450 | $3,619+105.8% | $3,025+146.3% | $4,663+59.8% |
| Participant deferral / active EE | $11,778 | $5,736+105.3% | $5,056+132.9% | $6,689+76.1% |
| Admin fee / account holder | $18,392 | $13,353+37.7% | $9,460+94.4% | $13,390+37.4% |