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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 | $65,238 | $107,421-39.3% | $182,262-64.2% | $94,015-30.6% |
| Participation rate | 100.0% | 77.8%+22.2pp | 84.2%+15.8pp | 70.8%+29.2pp |
| Annual return | 27.70% | 21.32%+6.4pp | 140.60%-112.9pp | 17.84%+9.9pp |
| Employer contribution / active EE | $7,435 | $3,448+115.6% | $5,046+47.3% | $2,790+166.5% |
| Participant deferral / active EE | $14,874 | $6,558+126.8% | $8,276+79.7% | $4,249+250.0% |
| Admin fee / account holder | $1,774 | $8,692-79.6% | $16,712-89.4% | $8,951-80.2% |