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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 | $68,369 | $93,617-27.0% | $135,982-49.7% | $75,177-9.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 16.56% | 30.89%-14.3pp | 68.32%-51.8pp | 160.75%-144.2pp |
| Employer contribution / active EE | $5,845 | $3,538+65.2% | $4,859+20.3% | $2,671+118.8% |
| Participant deferral / active EE | $10,697 | $6,406+67.0% | $7,760+37.8% | $4,126+159.2% |
| Admin fee / account holder | $4,059 | $6,980-41.8% | $10,767-62.3% | $5,651-28.2% |