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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 | $67,713 | $77,814-13.0% | $158,223-57.2% | $86,983-22.2% |
| Participation rate | 100.0% | 68.4%+31.6pp | 79.2%+20.8pp | 69.5%+30.5pp |
| Annual return | 24.41% | 30.54%-6.1pp | 52.09%-27.7pp | 25.83%-1.4pp |
| Employer contribution / active EE | $12,753 | $2,592+392.0% | $4,109+210.4% | $2,584+393.4% |
| Participant deferral / active EE | $9,841 | $3,270+201.0% | $5,467+80.0% | $4,194+134.7% |
| Admin fee / account holder | $3,489 | $5,879-40.6% | $16,047-78.3% | $7,856-55.6% |