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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 | $58,338 | $106,749-45.4% | $145,433-59.9% | $82,448-29.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 20.71% | 27.59%-6.9pp | 66.58%-45.9pp | 41.64%-20.9pp |
| Employer contribution / active EE | $7,053 | $3,444+104.8% | $4,554+54.9% | $2,551+176.5% |
| Participant deferral / active EE | $6,229 | $6,519-4.4% | $7,897-21.1% | $4,139+50.5% |
| Admin fee / account holder | $1,389 | $8,390-83.4% | $13,129-89.4% | $7,234-80.8% |