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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 | $61,224 | $94,439-35.2% | $73,658-16.9% | $154,746-60.4% |
| Participation rate | 100.0% | 64.7%+35.3pp | 57.0%+43.0pp | 80.7%+19.3pp |
| Annual return | 26.46% | 28.25%-1.8pp | 29.72%-3.3pp | 172.34%-145.9pp |
| Employer contribution / active EE | $6,293 | $1,257+400.6% | $1,032+509.6% | $4,379+43.7% |
| Participant deferral / active EE | $4,949 | $2,527+95.8% | $2,062+140.0% | $6,730-26.5% |
| Admin fee / account holder | $3,188 | $3,843-17.1% | $3,357-5.0% | $14,365-77.8% |