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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 | $61,732 | $93,617-34.1% | $135,982-54.6% | $75,177-17.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 28.31% | 30.89%-2.6pp | 68.32%-40.0pp | 160.75%-132.4pp |
| Employer contribution / active EE | $4,657 | $3,538+31.6% | $4,859-4.2% | $2,671+74.4% |
| Participant deferral / active EE | $7,216 | $6,406+12.6% | $7,760-7.0% | $4,126+74.9% |
| Admin fee / account holder | $2,753 | $6,980-60.6% | $10,767-74.4% | $5,651-51.3% |