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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 | $87,106-30.0% | $105,607-42.3% | $80,935-24.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 15.57% | 17.01%-1.4pp | 116.11%-100.5pp | 35.66%-20.1pp |
| Employer contribution / active EE | $4,035 | $2,396+68.4% | $3,167+27.4% | $2,757+46.4% |
| Participant deferral / active EE | $5,784 | $3,986+45.1% | $5,011+15.4% | $4,299+34.5% |
| Admin fee / account holder | $8,027 | $8,447-5.0% | $10,958-26.7% | $6,924+15.9% |