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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 | $54,788 | $93,617-41.5% | $135,982-59.7% | $75,177-27.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 25.03% | 30.89%-5.9pp | 68.32%-43.3pp | 160.75%-135.7pp |
| Employer contribution / active EE | $6,178 | $3,538+74.6% | $4,859+27.1% | $2,671+131.3% |
| Participant deferral / active EE | $10,231 | $6,406+59.7% | $7,760+31.8% | $4,126+147.9% |
| Admin fee / account holder | $3,595 | $6,980-48.5% | $10,767-66.6% | $5,651-36.4% |