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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 | $60,317 | $73,978-18.5% | $96,515-37.5% | $75,173-19.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 17.47% | 26.72%-9.3pp | 35.73%-18.3pp | 160.72%-143.2pp |
| Employer contribution / active EE | $3,997 | $2,931+36.4% | $3,740+6.9% | $2,671+49.6% |
| Participant deferral / active EE | $3,993 | $3,660+9.1% | $4,880-18.2% | $4,126-3.2% |
| Admin fee / account holder | $9,019 | $5,219+72.8% | $6,735+33.9% | $5,651+59.6% |