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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 | $101,795-40.7% | $165,100-63.5% | $80,959-25.5% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 12.68% | 16.73%-4.0pp | 70.21%-57.5pp | 35.67%-23.0pp |
| Employer contribution / active EE | $9,266 | $2,954+213.7% | $4,348+113.1% | $2,757+236.1% |
| Participant deferral / active EE | $5,470 | $4,476+22.2% | $6,035-9.4% | $4,300+27.2% |
| Admin fee / account holder | $846 | $8,221-89.7% | $12,696-93.3% | $6,925-87.8% |