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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 | $68,505 | $87,060-21.3% | $105,591-35.1% | $80,911-15.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 15.72% | 17.05%-1.3pp | 116.43%-100.7pp | 35.63%-19.9pp |
| Employer contribution / active EE | $3,887 | $2,396+62.2% | $3,166+22.8% | $2,756+41.0% |
| Participant deferral / active EE | $9,753 | $3,986+144.7% | $5,008+94.7% | $4,297+127.0% |
| Admin fee / account holder | $17,697 | $8,442+109.6% | $11,024+60.5% | $6,935+155.2% |