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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 | $65,964 | $86,891-24.1% | $142,516-53.7% | $75,173-12.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.8%+23.2pp | 67.2%+32.8pp |
| Annual return | 26.86% | 23.31%+3.5pp | 19.99%+6.9pp | 160.72%-133.9pp |
| Employer contribution / active EE | $5,170 | $3,355+54.1% | $4,849+6.6% | $2,671+93.6% |
| Participant deferral / active EE | $7,875 | $4,938+59.5% | $6,280+25.4% | $4,126+90.9% |
| Admin fee / account holder | $7,461 | $7,299+2.2% | $10,008-25.5% | $5,651+32.0% |