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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 | $72,162 | $106,749-32.4% | $145,433-50.4% | $82,448-12.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 16.46% | 27.59%-11.1pp | 66.58%-50.1pp | 41.64%-25.2pp |
| Employer contribution / active EE | $1,000 | $3,444-71.0% | $4,554-78.1% | $2,551-60.8% |
| Participant deferral / active EE | $9,222 | $6,519+41.5% | $7,897+16.8% | $4,139+122.8% |
| Admin fee / account holder | $1,753 | $8,390-79.1% | $13,129-86.6% | $7,234-75.8% |