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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 | $61,260 | $76,696-20.1% | $96,538-36.5% | $71,529-14.4% |
| Participation rate | 100.0% | 66.6%+33.4pp | 74.3%+25.7pp | 67.9%+32.1pp |
| Annual return | 17.07% | 48.32%-31.3pp | 35.74%-18.7pp | 28.97%-11.9pp |
| Employer contribution / active EE | $11,256 | $3,032+271.3% | $3,740+200.9% | $2,590+334.6% |
| Participant deferral / active EE | $7,573 | $3,770+100.9% | $4,880+55.2% | $4,291+76.5% |
| Admin fee / account holder | $3,597 | $2,030+77.2% | $6,737-46.6% | $1,588+126.5% |