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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 | $71,532 | $125,797-43.1% | $170,057-57.9% | $75,177-4.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 16.09% | 27.20%-11.1pp | 53.42%-37.3pp | 160.75%-144.7pp |
| Employer contribution / active EE | $5,636 | $4,616+22.1% | $6,790-17.0% | $2,671+111.0% |
| Participant deferral / active EE | $4,839 | $6,838-29.2% | $10,411-53.5% | $4,126+17.3% |
| Admin fee / account holder | $5,404 | $8,177-33.9% | $12,826-57.9% | $5,651-4.4% |