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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 | $68,573-18.5% | $120,368-53.5% | $80,874-30.9% |
| Participation rate | 100.0% | 61.6%+38.4pp | 71.9%+28.1pp | 67.6%+32.4pp |
| Annual return | 19.40% | 23.61%-4.2pp | 107.26%-87.9pp | 35.62%-16.2pp |
| Employer contribution / active EE | $4,258 | $2,052+107.5% | $3,465+22.9% | $2,756+54.5% |
| Participant deferral / active EE | $6,833 | $3,174+115.3% | $4,991+36.9% | $4,297+59.0% |
| Admin fee / account holder | $7,281 | $5,734+27.0% | $9,429-22.8% | $6,935+5.0% |