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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 | $63,620 | $77,814-18.2% | $158,223-59.8% | $86,983-26.9% |
| Participation rate | 100.0% | 68.4%+31.6pp | 79.2%+20.8pp | 69.5%+30.5pp |
| Annual return | 19.33% | 30.54%-11.2pp | 52.09%-32.8pp | 25.83%-6.5pp |
| Employer contribution / active EE | $9,365 | $2,592+261.3% | $4,109+127.9% | $2,584+262.4% |
| Participant deferral / active EE | $6,360 | $3,270+94.5% | $5,467+16.3% | $4,194+51.7% |
| Admin fee / account holder | $1,687 | $5,879-71.3% | $16,047-89.5% | $7,856-78.5% |