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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 | $59,342 | $93,598-36.6% | $135,974-56.4% | $75,173-21.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 26.82% | 30.89%-4.1pp | 68.30%-41.5pp | 160.72%-133.9pp |
| Employer contribution / active EE | $4,003 | $3,538+13.1% | $4,859-17.6% | $2,671+49.9% |
| Participant deferral / active EE | $6,467 | $6,405+1.0% | $7,760-16.7% | $4,126+56.7% |
| Admin fee / account holder | $6,588 | $6,978-5.6% | $10,767-38.8% | $5,651+16.6% |