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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 | $74,921 | $98,776-24.2% | $149,745-50.0% | $79,856-6.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 18.87% | 27.38%-8.5pp | 276.72%-257.8pp | 31.71%-12.8pp |
| Employer contribution / active EE | $4,532 | $3,217+40.9% | $4,646-2.4% | $2,471+83.4% |
| Participant deferral / active EE | $9,266 | $5,681+63.1% | $6,843+35.4% | $3,741+147.7% |
| Admin fee / account holder | $594 | $6,053-90.2% | $9,312-93.6% | $5,306-88.8% |