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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 | $72,268 | $109,359-33.9% | $162,185-55.4% | $72,976-1.0% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 21.35% | 25.46%-4.1pp | 115.61%-94.3pp | 81.02%-59.7pp |
| Employer contribution / active EE | $6,282 | $3,907+60.8% | $5,613+11.9% | $2,440+157.5% |
| Participant deferral / active EE | $8,856 | $5,481+61.6% | $7,297+21.4% | $3,608+145.5% |
| Admin fee / account holder | $1,983 | $7,972-75.1% | $10,844-81.7% | $5,124-61.3% |