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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 | $69,173 | $106,749-35.2% | $145,433-52.4% | $82,448-16.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 16.10% | 27.59%-11.5pp | 66.58%-50.5pp | 41.64%-25.5pp |
| Employer contribution / active EE | $5,680 | $3,444+64.9% | $4,554+24.7% | $2,551+122.7% |
| Participant deferral / active EE | $4,015 | $6,519-38.4% | $7,897-49.2% | $4,139-3.0% |
| Admin fee / account holder | $8,827 | $8,390+5.2% | $13,129-32.8% | $7,234+22.0% |