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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 | $73,960 | $106,864-30.8% | $147,318-49.8% | $82,637-10.5% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 18.97% | 27.49%-8.5pp | 70.43%-51.5pp | 53.51%-34.5pp |
| Employer contribution / active EE | $5,266 | $3,417+54.1% | $4,593+14.7% | $2,552+106.4% |
| Participant deferral / active EE | $4,812 | $6,496-25.9% | $7,906-39.1% | $4,126+16.6% |
| Admin fee / account holder | $739 | $8,415-91.2% | $13,708-94.6% | $7,339-89.9% |