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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 | $74,559 | $86,050-13.4% | $189,758-60.7% | $94,015-20.7% |
| Participation rate | 100.0% | 68.9%+31.1pp | 79.8%+20.2pp | 70.8%+29.2pp |
| Annual return | 16.41% | 17.77%-1.4pp | 52.62%-36.2pp | 17.84%-1.4pp |
| Employer contribution / active EE | $7,932 | $2,819+181.4% | $4,767+66.4% | $2,790+184.3% |
| Participant deferral / active EE | $4,771 | $3,349+42.5% | $5,856-18.5% | $4,249+12.3% |
| Admin fee / account holder | $738 | $6,627-88.9% | $20,388-96.4% | $8,951-91.8% |