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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 | $62,443 | $74,535-16.2% | $100,712-38.0% | $82,637-24.4% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 18.53% | 18.92%-0.4pp | 33.27%-14.7pp | 53.51%-35.0pp |
| Employer contribution / active EE | $5,249 | $1,503+249.3% | $2,313+127.0% | $2,552+105.7% |
| Participant deferral / active EE | $6,264 | $3,074+103.8% | $4,085+53.3% | $4,126+51.8% |
| Admin fee / account holder | $394 | $6,576-94.0% | $9,256-95.7% | $7,339-94.6% |