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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 | $68,617 | $48,078+42.7% | $78,676-12.8% | $62,881+9.1% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 8.96% | 31.36%-22.4pp | 62.19%-53.2pp | 20.14%-11.2pp |
| Employer contribution / active EE | $5,033 | $2,015+149.9% | $2,850+76.6% | $2,281+120.7% |
| Participant deferral / active EE | $4,938 | $2,587+90.9% | $3,517+40.4% | $3,203+54.2% |
| Admin fee / account holder | $1,386 | $3,206-56.8% | $4,510-69.3% | $4,296-67.7% |