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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 | $77,107 | $106,749-27.8% | $145,433-47.0% | $82,448-6.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 20.82% | 27.59%-6.8pp | 66.58%-45.8pp | 41.64%-20.8pp |
| Employer contribution / active EE | $9,205 | $3,444+167.2% | $4,554+102.1% | $2,551+260.8% |
| Participant deferral / active EE | $7,319 | $6,519+12.3% | $7,897-7.3% | $4,139+76.8% |
| Admin fee / account holder | $595 | $8,390-92.9% | $13,129-95.5% | $7,234-91.8% |