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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 | $57,430 | $93,589-38.6% | $135,942-57.8% | $75,181-23.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 16.82% | 30.90%-14.1pp | 68.28%-51.5pp | 160.69%-143.9pp |
| Employer contribution / active EE | $6,805 | $3,537+92.4% | $4,858+40.1% | $2,671+154.8% |
| Participant deferral / active EE | $7,830 | $6,405+22.2% | $7,759+0.9% | $4,126+89.8% |
| Admin fee / account holder | $2,270 | $6,977-67.5% | $10,764-78.9% | $5,650-59.8% |