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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 | $31,241 | $124,980-75.0% | $108,359-71.2% | $154,746-79.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 20.78% | 45.00%-24.2pp | 36.89%-16.1pp | 172.34%-151.6pp |
| Employer contribution / active EE | $5,720 | $2,851+100.6% | $2,399+138.4% | $4,379+30.6% |
| Participant deferral / active EE | $6,707 | $4,743+41.4% | $4,137+62.1% | $6,730-0.4% |
| Admin fee / account holder | $11,873 | $11,502+3.2% | $9,741+21.9% | $14,365-17.3% |