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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 | $33,754 | $102,245-67.0% | $89,340-62.2% | $137,256-75.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 15.74% | 21.89%-6.1pp | 20.57%-4.8pp | 220.34%-204.6pp |
| Employer contribution / active EE | $5,084 | $2,529+101.0% | $2,231+127.9% | $4,156+22.3% |
| Participant deferral / active EE | $11,557 | $4,436+160.5% | $3,823+202.3% | $6,407+80.4% |
| Admin fee / account holder | $21,412 | $8,085+164.8% | $6,704+219.4% | $12,270+74.5% |