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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 | $61,355 | $93,586-34.4% | $135,925-54.9% | $75,173-18.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 18.19% | 30.90%-12.7pp | 68.25%-50.1pp | 160.65%-142.5pp |
| Employer contribution / active EE | $9,046 | $3,537+155.7% | $4,857+86.3% | $2,670+238.8% |
| Participant deferral / active EE | $7,293 | $6,405+13.9% | $7,759-6.0% | $4,126+76.8% |
| Admin fee / account holder | $821 | $6,977-88.2% | $10,764-92.4% | $5,651-85.5% |