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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 | $76,407-11.4% | $150,298-54.9% | $82,448-17.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 24.41% | 39.99%-15.6pp | 62.79%-38.4pp | 41.64%-17.2pp |
| Employer contribution / active EE | $12,753 | $2,614+387.9% | $4,154+207.0% | $2,551+399.9% |
| Participant deferral / active EE | $9,841 | $3,214+206.2% | $5,453+80.5% | $4,139+137.8% |
| Admin fee / account holder | $3,489 | $6,352-45.1% | $14,116-75.3% | $7,234-51.8% |