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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 | $59,328 | $93,598-36.6% | $135,974-56.4% | $75,173-21.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 18.27% | 30.89%-12.6pp | 68.30%-50.0pp | 160.72%-142.4pp |
| Employer contribution / active EE | $5,554 | $3,538+57.0% | $4,859+14.3% | $2,671+108.0% |
| Participant deferral / active EE | $6,182 | $6,405-3.5% | $7,760-20.3% | $4,126+49.8% |
| Admin fee / account holder | $795 | $6,978-88.6% | $10,767-92.6% | $5,651-85.9% |