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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 | $56,525 | $99,345-43.1% | $84,753-33.3% | $273,972-79.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 2.41% | 22.93%-20.5pp | 22.78%-20.4pp | 41.46%-39.0pp |
| Employer contribution / active EE | $9,931 | $4,214+135.7% | $3,574+177.8% | $4,869+104.0% |
| Participant deferral / active EE | $2,211 | $4,270-48.2% | $3,712-40.4% | $5,287-58.2% |
| Admin fee / account holder | $15,713 | $6,645+136.4% | $5,333+194.6% | $10,133+55.1% |