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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 | $56,510 | $93,598-39.6% | $135,974-58.4% | $75,173-24.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 19.49% | 30.89%-11.4pp | 68.30%-48.8pp | 160.72%-141.2pp |
| Employer contribution / active EE | $6,476 | $3,538+83.0% | $4,859+33.3% | $2,671+142.5% |
| Participant deferral / active EE | $10,529 | $6,405+64.4% | $7,760+35.7% | $4,126+155.2% |
| Admin fee / account holder | $8,074 | $6,978+15.7% | $10,767-25.0% | $5,651+42.9% |