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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 | $34,782 | $153,769-77.4% | $133,975-74.0% | $273,972-87.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 6.01% | 36.51%-30.5pp | 29.29%-23.3pp | 41.46%-35.4pp |
| Employer contribution / active EE | $9,684 | $6,029+60.6% | $5,211+85.8% | $4,869+98.9% |
| Participant deferral / active EE | $12,000 | $6,958+72.5% | $6,282+91.0% | $5,287+127.0% |
| Admin fee / account holder | $53,576 | $11,765+355.4% | $9,324+474.6% | $10,133+428.7% |