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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 | $76,042 | $99,875-23.9% | $146,866-48.2% | $86,983-12.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 15.83% | 28.10%-12.3pp | 102.85%-87.0pp | 25.83%-10.0pp |
| Employer contribution / active EE | $6,023 | $3,224+86.8% | $4,425+36.1% | $2,584+133.0% |
| Participant deferral / active EE | $4,412 | $6,322-30.2% | $7,759-43.1% | $4,194+5.2% |
| Admin fee / account holder | $4,224 | $7,838-46.1% | $13,620-69.0% | $7,856-46.2% |