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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 | $63,312 | $77,638-18.5% | $156,551-59.6% | $62,881+0.7% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 9.38% | 50.33%-40.9pp | 32.23%-22.8pp | 20.14%-10.8pp |
| Employer contribution / active EE | $7,169 | $3,444+108.2% | $5,501+30.3% | $2,281+214.3% |
| Participant deferral / active EE | $3,330 | $3,046+9.3% | $4,871-31.6% | $3,203+4.0% |
| Admin fee / account holder | $57,134 | $5,561+927.3% | $13,028+338.5% | $4,296+1230.0% |