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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 | $96,052-30.4% | $118,106-43.4% | $87,485-23.5% |
| Participation rate | 100.0% | 77.0%+23.0pp | 81.9%+18.1pp | 68.9%+31.1pp |
| Annual return | 20.20% | 24.16%-4.0pp | 19.44%+0.8pp | 26.06%-5.9pp |
| Employer contribution / active EE | $12,732 | $3,939+223.2% | $4,698+171.0% | $2,596+390.4% |
| Participant deferral / active EE | $26,753 | $5,793+361.8% | $6,619+304.2% | $4,274+526.0% |
| Admin fee / account holder | $15,825 | $7,618+107.7% | $8,973+76.4% | $7,775+103.5% |