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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 | $57,161 | $71,230-19.8% | $93,727-39.0% | $80,959-29.4% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 13.56% | 11.26%+2.3pp | 133.83%-120.3pp | 35.67%-22.1pp |
| Employer contribution / active EE | $6,398 | $1,565+308.7% | $2,421+164.2% | $2,757+132.0% |
| Participant deferral / active EE | $4,736 | $4,037+17.3% | $4,417+7.2% | $4,300+10.1% |
| Admin fee / account holder | $7,386 | $6,961+6.1% | $8,292-10.9% | $6,925+6.6% |