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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 | $62,918 | $107,421-41.4% | $182,262-65.5% | $94,015-33.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 84.2%+15.8pp | 70.8%+29.2pp |
| Annual return | 18.09% | 21.32%-3.2pp | 140.60%-122.5pp | 17.84%+0.3pp |
| Employer contribution / active EE | $4,207 | $3,448+22.0% | $5,046-16.6% | $2,790+50.8% |
| Participant deferral / active EE | $9,606 | $6,558+46.5% | $8,276+16.1% | $4,249+126.1% |
| Admin fee / account holder | $9,750 | $8,692+12.2% | $16,712-41.7% | $8,951+8.9% |