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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 | $66,338 | $93,598-29.1% | $135,974-51.2% | $75,173-11.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 30.04% | 30.89%-0.8pp | 68.30%-38.3pp | 160.72%-130.7pp |
| Employer contribution / active EE | $3,855 | $3,538+9.0% | $4,859-20.7% | $2,671+44.3% |
| Participant deferral / active EE | $11,825 | $6,405+84.6% | $7,760+52.4% | $4,126+186.6% |
| Admin fee / account holder | $1,483 | $6,978-78.7% | $10,767-86.2% | $5,651-73.7% |