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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 | $61,344 | $77,574-20.9% | $108,753-43.6% | $86,983-29.5% |
| Participation rate | 100.0% | 62.3%+37.7pp | 71.1%+28.9pp | 69.5%+30.5pp |
| Annual return | 17.75% | 18.42%-0.7pp | 37.47%-19.7pp | 25.83%-8.1pp |
| Employer contribution / active EE | $4,971 | $1,611+208.6% | $2,427+104.9% | $2,584+92.3% |
| Participant deferral / active EE | $14,085 | $3,128+350.2% | $4,115+242.3% | $4,194+235.8% |
| Admin fee / account holder | $10,739 | $6,529+64.5% | $10,320+4.1% | $7,856+36.7% |