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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 | $26,546 | $118,496-77.6% | $98,461-73.0% | $139,466-81.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 11.40% | 18.96%-7.6pp | 21.17%-9.8pp | 373.66%-362.3pp |
| Employer contribution / active EE | $8,497 | $3,611+135.3% | $3,049+178.7% | $4,754+78.7% |
| Participant deferral / active EE | $16,197 | $5,393+200.3% | $4,738+241.8% | $6,712+141.3% |
| Admin fee / account holder | $35,439 | $14,056+152.1% | $8,961+295.5% | $11,409+210.6% |