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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 | $56,450 | $49,249+14.6% | $70,476-19.9% | $79,852-29.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 12.35% | 30.09%-17.7pp | 109.12%-96.8pp | 31.72%-19.4pp |
| Employer contribution / active EE | $3,358 | $2,100+59.9% | $2,738+22.6% | $2,471+35.9% |
| Participant deferral / active EE | $3,019 | $2,769+9.0% | $3,710-18.6% | $3,740-19.3% |
| Admin fee / account holder | $10,809 | $2,878+275.6% | $3,847+181.0% | $5,306+103.7% |