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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 | $53,666 | $104,650-48.7% | $83,854-36.0% | $155,188-65.4% |
| Participation rate | 100.0% | 65.1%+34.9pp | 59.1%+40.9pp | 80.8%+19.2pp |
| Annual return | 21.25% | 28.97%-7.7pp | 31.39%-10.1pp | 148.84%-127.6pp |
| Employer contribution / active EE | $6,809 | $1,196+469.1% | $1,017+569.3% | $4,248+60.3% |
| Participant deferral / active EE | $5,820 | $2,367+145.9% | $2,035+186.0% | $6,531-10.9% |
| Admin fee / account holder | $757 | $3,518-78.5% | $3,197-76.3% | $14,480-94.8% |