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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 | $22,876 | $57,590-60.3% | $86,233-73.5% | $82,448-72.3% |
| Participation rate | 100.0% | 57.9%+42.1pp | 69.0%+31.0pp | 68.1%+31.9pp |
| Annual return | 17.19% | 22.41%-5.2pp | 61.39%-44.2pp | 41.64%-24.5pp |
| Employer contribution / active EE | $3,999 | $1,655+141.6% | $2,504+59.7% | $2,551+56.8% |
| Participant deferral / active EE | $6,349 | $3,080+106.1% | $4,559+39.3% | $4,139+53.4% |
| Admin fee / account holder | $20,671 | $4,730+337.0% | $8,342+147.8% | $7,234+185.7% |