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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 | $62,637 | $108,212-42.1% | $77,513-19.2% | $158,966-60.6% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 12.38% | 31.67%-19.3pp | 54.81%-42.4pp | 302.95%-290.6pp |
| Employer contribution / active EE | $1,709 | $1,325+29.0% | $987+73.2% | $4,762-64.1% |
| Participant deferral / active EE | $3,118 | $2,455+27.0% | $1,861+67.5% | $5,983-47.9% |
| Admin fee / account holder | $7,460 | $3,709+101.1% | $2,859+160.9% | $11,250-33.7% |