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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 | $77,574-19.5% | $108,753-42.6% | $86,983-28.2% |
| Participation rate | 100.0% | 62.3%+37.7pp | 71.1%+28.9pp | 69.5%+30.5pp |
| Annual return | 18.53% | 18.42%+0.1pp | 37.47%-18.9pp | 25.83%-7.3pp |
| Employer contribution / active EE | $5,249 | $1,611+225.9% | $2,427+116.3% | $2,584+103.1% |
| Participant deferral / active EE | $6,264 | $3,128+100.2% | $4,115+52.2% | $4,194+49.4% |
| Admin fee / account holder | $394 | $6,529-94.0% | $10,320-96.2% | $7,856-95.0% |