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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 | $64,263 | $77,901-17.5% | $149,717-57.1% | $75,181-14.5% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 18.72% | 31.73%-13.0pp | 134.41%-115.7pp | 160.69%-142.0pp |
| Employer contribution / active EE | $6,112 | $3,137+94.8% | $4,820+26.8% | $2,671+128.9% |
| Participant deferral / active EE | $7,391 | $3,411+116.7% | $5,682+30.1% | $4,126+79.1% |
| Admin fee / account holder | $1,912 | $5,949-67.9% | $13,213-85.5% | $5,650-66.2% |