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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 | $66,877 | $106,749-37.4% | $145,433-54.0% | $82,448-18.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 16.97% | 27.59%-10.6pp | 66.58%-49.6pp | 41.64%-24.7pp |
| Employer contribution / active EE | $11,155 | $3,444+223.9% | $4,554+144.9% | $2,551+337.3% |
| Participant deferral / active EE | $12,817 | $6,519+96.6% | $7,897+62.3% | $4,139+209.6% |
| Admin fee / account holder | $12,397 | $8,390+47.8% | $13,129-5.6% | $7,234+71.4% |