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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 | $71,057-19.6% | $93,654-39.0% | $80,874-29.3% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 13.56% | 11.26%+2.3pp | 133.34%-119.8pp | 35.62%-22.1pp |
| Employer contribution / active EE | $6,398 | $1,564+309.1% | $2,421+164.3% | $2,756+132.2% |
| Participant deferral / active EE | $4,736 | $4,034+17.4% | $4,413+7.3% | $4,297+10.2% |
| Admin fee / account holder | $7,386 | $6,944+6.4% | $8,282-10.8% | $6,935+6.5% |