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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 | $71,478 | $106,749-33.0% | $145,433-50.9% | $82,448-13.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 20.57% | 27.59%-7.0pp | 66.58%-46.0pp | 41.64%-21.1pp |
| Employer contribution / active EE | $5,178 | $3,444+50.3% | $4,554+13.7% | $2,551+103.0% |
| Participant deferral / active EE | $12,080 | $6,519+85.3% | $7,897+53.0% | $4,139+191.8% |
| Admin fee / account holder | $3,928 | $8,390-53.2% | $13,129-70.1% | $7,234-45.7% |