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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 | $68,543 | $88,707-22.7% | $74,184-7.6% | $273,972-75.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 21.01% | 11.94%+9.1pp | 17.74%+3.3pp | 41.46%-20.4pp |
| Employer contribution / active EE | $5,124 | $3,159+62.2% | $2,370+116.2% | $4,869+5.2% |
| Participant deferral / active EE | $11,270 | $4,212+167.6% | $3,550+217.5% | $5,287+113.2% |
| Admin fee / account holder | $2,739 | $8,717-68.6% | $5,586-51.0% | $10,133-73.0% |