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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 | $66,895 | $93,692-28.6% | $116,538-42.6% | $86,983-23.1% |
| Participation rate | 100.0% | 79.6%+20.4pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 20.20% | 26.00%-5.8pp | 17.97%+2.2pp | 25.83%-5.6pp |
| Employer contribution / active EE | $12,732 | $3,831+232.3% | $4,541+180.4% | $2,584+392.6% |
| Participant deferral / active EE | $26,753 | $5,612+376.7% | $6,207+331.0% | $4,194+537.9% |
| Admin fee / account holder | $15,825 | $7,586+108.6% | $8,737+81.1% | $7,856+101.4% |