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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 | $57,934 | $46,599+24.3% | $64,101-9.6% | $75,173-22.9% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 19.38% | 26.06%-6.7pp | 33.72%-14.3pp | 160.72%-141.3pp |
| Employer contribution / active EE | $7,935 | $1,975+301.7% | $2,749+188.7% | $2,671+197.1% |
| Participant deferral / active EE | $6,478 | $2,837+128.3% | $3,881+66.9% | $4,126+57.0% |
| Admin fee / account holder | $5,592 | $2,956+89.2% | $3,070+82.1% | $5,651-1.0% |