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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 | $107,421-28.3% | $182,262-57.8% | $94,015-18.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 84.2%+15.8pp | 70.8%+29.2pp |
| Annual return | 20.99% | 21.32%-0.3pp | 140.60%-119.6pp | 17.84%+3.1pp |
| Employer contribution / active EE | $7,309 | $3,448+112.0% | $5,046+44.9% | $2,790+162.0% |
| Participant deferral / active EE | $15,652 | $6,558+138.7% | $8,276+89.1% | $4,249+268.3% |
| Admin fee / account holder | $7,193 | $8,692-17.2% | $16,712-57.0% | $8,951-19.6% |