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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 | $107,421-45.7% | $182,262-68.0% | $94,015-37.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 84.2%+15.8pp | 70.8%+29.2pp |
| Annual return | 20.71% | 21.32%-0.6pp | 140.60%-119.9pp | 17.84%+2.9pp |
| Employer contribution / active EE | $7,053 | $3,448+104.6% | $5,046+39.8% | $2,790+152.8% |
| Participant deferral / active EE | $6,229 | $6,558-5.0% | $8,276-24.7% | $4,249+46.6% |
| Admin fee / account holder | $1,389 | $8,692-84.0% | $16,712-91.7% | $8,951-84.5% |