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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 | $72,673 | $93,598-22.4% | $135,974-46.6% | $75,173-3.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 19.10% | 30.89%-11.8pp | 68.30%-49.2pp | 160.72%-141.6pp |
| Employer contribution / active EE | $5,581 | $3,538+57.7% | $4,859+14.9% | $2,671+108.9% |
| Participant deferral / active EE | $4,818 | $6,405-24.8% | $7,760-37.9% | $4,126+16.8% |
| Admin fee / account holder | $2,529 | $6,978-63.8% | $10,767-76.5% | $5,651-55.2% |