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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 | $55,044 | $67,411-18.3% | $91,004-39.5% | $70,124-21.5% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 20.73% | -40.16%+60.9pp | 4.60%+16.1pp | 73.14%-52.4pp |
| Employer contribution / active EE | $7,660 | $1,786+328.9% | $2,456+211.9% | $2,342+227.0% |
| Participant deferral / active EE | $3,752 | $2,823+32.9% | $3,548+5.8% | $3,332+12.6% |
| Admin fee / account holder | $1,739 | $4,236-59.0% | $5,417-67.9% | $4,645-62.6% |