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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 | $63,513 | $105,284-39.7% | $150,734-57.9% | $94,015-32.4% |
| Participation rate | 100.0% | 71.7%+28.3pp | 78.4%+21.6pp | 70.8%+29.2pp |
| Annual return | 13.36% | 15.67%-2.3pp | 600.81%-587.4pp | 17.84%-4.5pp |
| Employer contribution / active EE | $2,394 | $3,599-33.5% | $4,918-51.3% | $2,790-14.2% |
| Participant deferral / active EE | $5,467 | $4,274+27.9% | $5,610-2.5% | $4,249+28.7% |
| Admin fee / account holder | $7,022 | $9,839-28.6% | $14,905-52.9% | $8,951-21.6% |