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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 | $69,826 | $77,920-10.4% | $149,723-53.4% | $75,177-7.1% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 14.01% | 31.72%-17.7pp | 134.50%-120.5pp | 160.75%-146.7pp |
| Employer contribution / active EE | $8,364 | $3,138+166.5% | $4,821+73.5% | $2,671+213.1% |
| Participant deferral / active EE | $4,017 | $3,411+17.8% | $5,682-29.3% | $4,126-2.6% |
| Admin fee / account holder | $25,033 | $5,951+320.7% | $13,215+89.4% | $5,651+343.0% |