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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 | $60,455 | $77,901-22.4% | $149,717-59.6% | $75,181-19.6% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 17.81% | 31.73%-13.9pp | 134.41%-116.6pp | 160.69%-142.9pp |
| Employer contribution / active EE | $5,872 | $3,137+87.2% | $4,820+21.8% | $2,671+119.9% |
| Participant deferral / active EE | $5,361 | $3,411+57.2% | $5,682-5.6% | $4,126+29.9% |
| Admin fee / account holder | $3,604 | $5,949-39.4% | $13,213-72.7% | $5,650-36.2% |