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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 | $73,934 | $78,197-5.5% | $98,090-24.6% | $82,637-10.5% |
| Participation rate | 100.0% | 77.5%+22.5pp | 81.5%+18.5pp | 68.1%+31.9pp |
| Annual return | 17.33% | 40.25%-22.9pp | 37.05%-19.7pp | 53.51%-36.2pp |
| Employer contribution / active EE | $5,788 | $2,605+122.2% | $3,606+60.5% | $2,552+126.8% |
| Participant deferral / active EE | $9,557 | $6,636+44.0% | $7,845+21.8% | $4,126+131.6% |
| Admin fee / account holder | $3,417 | $14,832-77.0% | $11,815-71.1% | $7,339-53.4% |