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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 | $76,980 | $106,749-27.9% | $145,433-47.1% | $82,448-6.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 20.99% | 27.59%-6.6pp | 66.58%-45.6pp | 41.64%-20.7pp |
| Employer contribution / active EE | $7,309 | $3,444+112.2% | $4,554+60.5% | $2,551+186.5% |
| Participant deferral / active EE | $15,652 | $6,519+140.1% | $7,897+98.2% | $4,139+278.1% |
| Admin fee / account holder | $7,193 | $8,390-14.3% | $13,129-45.2% | $7,234-0.6% |