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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 | $67,891 | $88,360-23.2% | $145,433-53.3% | $67,986-0.1% |
| Participation rate | 100.0% | 65.5%+34.5pp | 82.1%+17.9pp | 57.2%+42.8pp |
| Annual return | 29.91% | 63.15%-33.2pp | 66.58%-36.7pp | 31.67%-1.8pp |
| Employer contribution / active EE | $5,918 | $3,054+93.8% | $4,554+29.9% | $2,019+193.2% |
| Participant deferral / active EE | $8,380 | $5,932+41.3% | $7,897+6.1% | $3,358+149.6% |
| Admin fee / account holder | $7,378 | $3,313+122.7% | $13,129-43.8% | $3,203+130.3% |