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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 | $52,498 | $93,598-43.9% | $135,974-61.4% | $75,173-30.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 16.09% | 30.89%-14.8pp | 68.30%-52.2pp | 160.72%-144.6pp |
| Employer contribution / active EE | $4,103 | $3,538+16.0% | $4,859-15.6% | $2,671+53.6% |
| Participant deferral / active EE | $9,394 | $6,405+46.6% | $7,760+21.1% | $4,126+127.7% |
| Admin fee / account holder | $13,232 | $6,978+89.6% | $10,767+22.9% | $5,651+134.2% |