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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 | $55,918 | $68,852-18.8% | $120,524-53.6% | $80,925-30.9% |
| Participation rate | 100.0% | 61.6%+38.4pp | 71.9%+28.1pp | 67.7%+32.3pp |
| Annual return | 19.40% | 23.67%-4.3pp | 107.36%-88.0pp | 35.65%-16.2pp |
| Employer contribution / active EE | $4,258 | $2,063+106.4% | $3,469+22.7% | $2,756+54.5% |
| Participant deferral / active EE | $6,833 | $3,187+114.4% | $4,994+36.8% | $4,299+59.0% |
| Admin fee / account holder | $7,281 | $5,781+26.0% | $9,440-22.9% | $6,940+4.9% |