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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 | $55,188 | $93,586-41.0% | $135,925-59.4% | $75,173-26.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 17.62% | 30.90%-13.3pp | 68.25%-50.6pp | 160.65%-143.0pp |
| Employer contribution / active EE | $8,081 | $3,537+128.4% | $4,857+66.4% | $2,670+202.6% |
| Participant deferral / active EE | $6,784 | $6,405+5.9% | $7,759-12.6% | $4,126+64.4% |
| Admin fee / account holder | $1,771 | $6,977-74.6% | $10,764-83.5% | $5,651-68.7% |