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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 | $62,286 | $87,166-28.5% | $76,735-18.8% | $137,256-54.6% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 17.49% | 26.50%-9.0pp | 29.77%-12.3pp | 220.34%-202.9pp |
| Employer contribution / active EE | $8,274 | $2,904+184.9% | $2,454+237.1% | $4,156+99.1% |
| Participant deferral / active EE | $11,497 | $4,726+143.3% | $4,088+181.3% | $6,407+79.5% |
| Admin fee / account holder | $4,279 | $8,403-49.1% | $7,189-40.5% | $12,270-65.1% |