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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 | $42,389 | $117,904-64.0% | $102,457-58.6% | $145,978-71.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.70% | 31.80%-19.1pp | 29.41%-16.7pp | 550.52%-537.8pp |
| Employer contribution / active EE | $6,421 | $3,613+77.7% | $3,022+112.5% | $4,662+37.7% |
| Participant deferral / active EE | $8,460 | $5,733+47.6% | $5,054+67.4% | $6,690+26.5% |
| Admin fee / account holder | $7,603 | $13,329-43.0% | $9,451-19.6% | $13,400-43.3% |