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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 | $68,551 | $72,027-4.8% | $185,835-63.1% | $79,852-14.2% |
| Participation rate | 100.0% | 65.8%+34.2pp | 78.0%+22.0pp | 69.6%+30.4pp |
| Annual return | 16.29% | 23.13%-6.8pp | 35.96%-19.7pp | 31.72%-15.4pp |
| Employer contribution / active EE | $5,172 | $1,965+163.2% | $4,087+26.5% | $2,471+109.3% |
| Participant deferral / active EE | $8,505 | $3,780+125.0% | $5,633+51.0% | $3,740+127.4% |
| Admin fee / account holder | $6,976 | $4,513+54.6% | $9,502-26.6% | $5,306+31.5% |