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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 | $75,992 | $81,504-6.8% | $102,437-25.8% | $80,959-6.1% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 13.61% | 25.60%-12.0pp | 24.95%-11.3pp | 35.67%-22.1pp |
| Employer contribution / active EE | $7,798 | $3,104+151.3% | $3,871+101.5% | $2,757+182.8% |
| Participant deferral / active EE | $7,407 | $3,871+91.4% | $5,060+46.4% | $4,300+72.2% |
| Admin fee / account holder | $666 | $6,719-90.1% | $8,388-92.1% | $6,925-90.4% |