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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 | $70,870 | $73,978-4.2% | $96,515-26.6% | $75,173-5.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 18.25% | 26.72%-8.5pp | 35.73%-17.5pp | 160.72%-142.5pp |
| Employer contribution / active EE | $6,909 | $2,931+135.7% | $3,740+84.8% | $2,671+158.7% |
| Participant deferral / active EE | $7,404 | $3,660+102.3% | $4,880+51.7% | $4,126+79.4% |
| Admin fee / account holder | $4,744 | $5,219-9.1% | $6,735-29.6% | $5,651-16.0% |