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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 | $76,489 | $106,749-28.3% | $145,433-47.4% | $82,448-7.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 16.49% | 27.59%-11.1pp | 66.58%-50.1pp | 41.64%-25.1pp |
| Employer contribution / active EE | $6,406 | $3,444+86.0% | $4,554+40.6% | $2,551+151.1% |
| Participant deferral / active EE | $8,503 | $6,519+30.4% | $7,897+7.7% | $4,139+105.4% |
| Admin fee / account holder | $31,573 | $8,390+276.3% | $13,129+140.5% | $7,234+336.4% |