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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 | $62,342 | $106,864-41.7% | $147,318-57.7% | $82,637-24.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 22.53% | 27.49%-5.0pp | 70.43%-47.9pp | 53.51%-31.0pp |
| Employer contribution / active EE | $4,917 | $3,417+43.9% | $4,593+7.1% | $2,552+92.7% |
| Participant deferral / active EE | $12,790 | $6,496+96.9% | $7,906+61.8% | $4,126+210.0% |
| Admin fee / account holder | $3,099 | $8,415-63.2% | $13,708-77.4% | $7,339-57.8% |