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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 | $60,943 | $87,037-30.0% | $106,201-42.6% | $80,874-24.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 15.57% | 17.05%-1.5pp | 116.26%-100.7pp | 35.62%-20.0pp |
| Employer contribution / active EE | $4,035 | $2,396+68.4% | $3,170+27.3% | $2,756+46.4% |
| Participant deferral / active EE | $5,784 | $3,986+45.1% | $5,012+15.4% | $4,297+34.6% |
| Admin fee / account holder | $8,027 | $8,434-4.8% | $11,039-27.3% | $6,935+15.7% |