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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 | $62,555 | $93,598-33.2% | $135,974-54.0% | $75,173-16.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 18.56% | 30.89%-12.3pp | 68.30%-49.7pp | 160.72%-142.2pp |
| Employer contribution / active EE | $4,260 | $3,538+20.4% | $4,859-12.3% | $2,671+59.5% |
| Participant deferral / active EE | $9,672 | $6,405+51.0% | $7,760+24.6% | $4,126+134.4% |
| Admin fee / account holder | $1,859 | $6,978-73.4% | $10,767-82.7% | $5,651-67.1% |