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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 | $75,134 | $96,558-22.2% | $80,977-7.2% | $273,972-72.6% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 6.37% | 15.14%-8.8pp | 17.11%-10.7pp | 41.46%-35.1pp |
| Employer contribution / active EE | $9,830 | $4,869+101.9% | $3,715+164.6% | $4,869+101.9% |
| Participant deferral / active EE | $8,855 | $6,598+34.2% | $5,696+55.5% | $5,287+67.5% |
| Admin fee / account holder | $1,059 | $7,493-85.9% | $5,517-80.8% | $10,133-89.5% |