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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 | $57,376 | $106,524-46.1% | $152,301-62.3% | $87,485-34.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 29.90% | 26.89%+3.0pp | 80.50%-50.6pp | 26.06%+3.8pp |
| Employer contribution / active EE | $5,934 | $3,371+76.0% | $4,624+28.3% | $2,596+128.6% |
| Participant deferral / active EE | $12,454 | $6,525+90.9% | $8,004+55.6% | $4,274+191.4% |
| Admin fee / account holder | $1,333 | $8,287-83.9% | $14,398-90.7% | $7,775-82.9% |