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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 | $55,913 | $77,638-28.0% | $156,551-64.3% | $62,881-11.1% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 6.37% | 50.33%-44.0pp | 32.23%-25.9pp | 20.14%-13.8pp |
| Employer contribution / active EE | $4,623 | $3,444+34.3% | $5,501-16.0% | $2,281+102.7% |
| Participant deferral / active EE | $5,142 | $3,046+68.9% | $4,871+5.6% | $3,203+60.5% |
| Admin fee / account holder | $6,130 | $5,561+10.2% | $13,028-52.9% | $4,296+42.7% |