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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 | $112,729-72.3% | $98,716-68.4% | $137,256-77.2% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 20.78% | 38.48%-17.7pp | 31.81%-11.0pp | 220.34%-199.6pp |
| Employer contribution / active EE | $5,720 | $2,725+109.9% | $2,279+151.0% | $4,156+37.6% |
| Participant deferral / active EE | $6,707 | $4,640+44.5% | $4,048+65.7% | $6,407+4.7% |
| Admin fee / account holder | $11,873 | $10,129+17.2% | $8,703+36.4% | $12,270-3.2% |