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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 | $112,729-61.3% | $98,716-55.9% | $137,256-68.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 21.08% | 38.48%-17.4pp | 31.81%-10.7pp | 220.34%-199.3pp |
| Employer contribution / active EE | $6,003 | $2,725+120.3% | $2,279+163.4% | $4,156+44.4% |
| Participant deferral / active EE | $11,222 | $4,640+141.8% | $4,048+177.3% | $6,407+75.2% |
| Admin fee / account holder | $450 | $10,129-95.6% | $8,703-94.8% | $12,270-96.3% |