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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 | $57,980 | $83,485-30.6% | $125,192-53.7% | $72,975-20.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 20.84% | 25.77%-4.9pp | 43.79%-23.0pp | 81.01%-60.2pp |
| Employer contribution / active EE | $7,619 | $2,346+224.8% | $3,866+97.1% | $2,440+212.2% |
| Participant deferral / active EE | $4,667 | $3,586+30.1% | $4,937-5.5% | $3,608+29.4% |
| Admin fee / account holder | $1,605 | $5,518-70.9% | $9,704-83.5% | $5,124-68.7% |