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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 | $63,416 | $93,589-32.2% | $135,942-53.4% | $75,181-15.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 18.99% | 30.90%-11.9pp | 68.28%-49.3pp | 160.69%-141.7pp |
| Employer contribution / active EE | $5,566 | $3,537+57.3% | $4,858+14.6% | $2,671+108.4% |
| Participant deferral / active EE | $8,794 | $6,405+37.3% | $7,759+13.3% | $4,126+113.1% |
| Admin fee / account holder | $6,901 | $6,977-1.1% | $10,764-35.9% | $5,650+22.1% |