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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 | $67,244 | $138,385-51.4% | $184,243-63.5% | $80,925-16.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | 20.35% | 20.02%+0.3pp | 28.82%-8.5pp | 35.65%-15.3pp |
| Employer contribution / active EE | $6,996 | $4,851+44.2% | $6,427+8.9% | $2,756+153.8% |
| Participant deferral / active EE | $6,681 | $7,075-5.6% | $9,132-26.8% | $4,299+55.4% |
| Admin fee / account holder | $2,256 | $10,489-78.5% | $13,914-83.8% | $6,940-67.5% |