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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 | $75,333 | $78,705-4.3% | $117,860-36.1% | $70,124+7.4% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 14.35% | 23.30%-8.9pp | 335.10%-320.7pp | 73.14%-58.8pp |
| Employer contribution / active EE | $6,027 | $2,223+171.1% | $3,786+59.2% | $2,342+157.3% |
| Participant deferral / active EE | $5,502 | $3,297+66.9% | $4,482+22.8% | $3,332+65.1% |
| Admin fee / account holder | $58,115 | $5,065+1047.3% | $8,021+624.6% | $4,645+1151.0% |