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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 | $43,572 | $115,225-62.2% | $100,712-56.7% | $138,895-68.6% |
| Participation rate | 100.0% | 74.3%+25.7pp | 69.3%+30.7pp | 79.9%+20.1pp |
| Annual return | 21.08% | 40.35%-19.3pp | 33.27%-12.2pp | 145.39%-124.3pp |
| Employer contribution / active EE | $6,003 | $2,771+116.6% | $2,313+159.6% | $4,194+43.1% |
| Participant deferral / active EE | $11,222 | $4,699+138.8% | $4,085+174.7% | $6,396+75.5% |
| Admin fee / account holder | $450 | $10,844-95.8% | $9,256-95.1% | $12,562-96.4% |