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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 | $99,875-37.0% | $146,866-57.2% | $86,983-27.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 18.09% | 28.10%-10.0pp | 102.85%-84.8pp | 25.83%-7.7pp |
| Employer contribution / active EE | $4,207 | $3,224+30.5% | $4,425-4.9% | $2,584+62.8% |
| Participant deferral / active EE | $9,606 | $6,322+51.9% | $7,759+23.8% | $4,194+129.1% |
| Admin fee / account holder | $9,750 | $7,838+24.4% | $13,620-28.4% | $7,856+24.1% |