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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 | $61,144 | $58,851+3.9% | $115,170-46.9% | $72,975-16.2% |
| Participation rate | 100.0% | 65.5%+34.5pp | 75.9%+24.1pp | 69.5%+30.5pp |
| Annual return | 20.30% | 23.16%-2.9pp | 35.60%-15.3pp | 81.01%-60.7pp |
| Employer contribution / active EE | $5,780 | $1,798+221.5% | $3,179+81.8% | $2,440+136.9% |
| Participant deferral / active EE | $7,917 | $2,643+199.6% | $4,169+89.9% | $3,608+119.4% |
| Admin fee / account holder | $3,322 | $6,370-47.9% | $7,089-53.1% | $5,124-35.2% |