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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 | $75,846 | $106,749-28.9% | $145,433-47.8% | $82,448-8.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 19.80% | 27.59%-7.8pp | 66.58%-46.8pp | 41.64%-21.8pp |
| Employer contribution / active EE | $5,258 | $3,444+52.7% | $4,554+15.5% | $2,551+106.1% |
| Participant deferral / active EE | $10,065 | $6,519+54.4% | $7,897+27.4% | $4,139+143.2% |
| Admin fee / account holder | $4,831 | $8,390-42.4% | $13,129-63.2% | $7,234-33.2% |