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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 | $106,524-27.7% | $152,301-49.5% | $87,485-12.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 20.99% | 26.89%-5.9pp | 80.50%-59.5pp | 26.06%-5.1pp |
| Employer contribution / active EE | $7,309 | $3,371+116.8% | $4,624+58.0% | $2,596+181.5% |
| Participant deferral / active EE | $15,652 | $6,525+139.9% | $8,004+95.6% | $4,274+266.3% |
| Admin fee / account holder | $7,193 | $8,287-13.2% | $14,398-50.0% | $7,775-7.5% |