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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 | $60,319 | $101,763-40.7% | $164,866-63.4% | $80,874-25.4% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 12.68% | 16.73%-4.0pp | 69.97%-57.3pp | 35.62%-22.9pp |
| Employer contribution / active EE | $9,266 | $2,954+213.6% | $4,343+113.4% | $2,756+236.2% |
| Participant deferral / active EE | $5,470 | $4,477+22.2% | $6,033-9.3% | $4,297+27.3% |
| Admin fee / account holder | $846 | $8,228-89.7% | $12,689-93.3% | $6,935-87.8% |