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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 | $76,777 | $93,057-17.5% | $153,500-50.0% | $80,925-5.1% |
| Participation rate | 100.0% | 69.0%+31.0pp | 77.1%+22.9pp | 67.7%+32.3pp |
| Annual return | 16.97% | 19.96%-3.0pp | 15.70%+1.3pp | 35.65%-18.7pp |
| Employer contribution / active EE | $5,714 | $3,507+62.9% | $5,039+13.4% | $2,756+107.3% |
| Participant deferral / active EE | $9,344 | $5,179+80.4% | $6,756+38.3% | $4,299+117.4% |
| Admin fee / account holder | $7,820 | $8,885-12.0% | $12,736-38.6% | $6,940+12.7% |