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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 | $106,524-45.2% | $152,301-61.7% | $87,485-33.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 20.71% | 26.89%-6.2pp | 80.50%-59.8pp | 26.06%-5.4pp |
| Employer contribution / active EE | $7,053 | $3,371+109.2% | $4,624+52.5% | $2,596+171.7% |
| Participant deferral / active EE | $6,229 | $6,525-4.5% | $8,004-22.2% | $4,274+45.7% |
| Admin fee / account holder | $1,389 | $8,287-83.2% | $14,398-90.4% | $7,775-82.1% |