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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 | $78,690-13.9% | $161,489-58.1% | $87,485-22.6% |
| Participation rate | 100.0% | 67.5%+32.5pp | 78.7%+21.3pp | 68.9%+31.1pp |
| Annual return | 24.41% | 32.74%-8.3pp | 89.72%-65.3pp | 26.06%-1.7pp |
| Employer contribution / active EE | $12,753 | $2,588+392.7% | $4,268+198.8% | $2,596+391.2% |
| Participant deferral / active EE | $9,841 | $3,311+197.2% | $5,630+74.8% | $4,274+130.3% |
| Admin fee / account holder | $3,489 | $6,724-48.1% | $16,006-78.2% | $7,775-55.1% |