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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 | $53,192 | $77,817-31.6% | $123,553-56.9% | $64,173-17.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 8.32% | 12.49%-4.2pp | 119.21%-110.9pp | 7.63%+0.7pp |
| Employer contribution / active EE | $5,095 | $3,014+69.0% | $4,628+10.1% | $2,381+114.0% |
| Participant deferral / active EE | $6,692 | $5,240+27.7% | $6,426+4.1% | $3,470+92.9% |
| Admin fee / account holder | $11,472 | $5,519+107.9% | $9,284+23.6% | $4,887+134.7% |