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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 | $39,172 | $103,038-62.0% | $90,324-56.6% | $152,909-74.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 10.95% | 95.25%-84.3pp | 78.15%-67.2pp | 345.46%-334.5pp |
| Employer contribution / active EE | $10,143 | $3,141+223.0% | $2,856+255.2% | $4,764+112.9% |
| Participant deferral / active EE | $5,991 | $4,282+39.9% | $3,885+54.2% | $5,851+2.4% |
| Admin fee / account holder | $4,050 | $6,177-34.4% | $5,356-24.4% | $11,601-65.1% |