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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 | $47,471 | $81,487-41.7% | $102,412-53.6% | $80,935-41.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 13.13% | 25.60%-12.5pp | 24.94%-11.8pp | 35.66%-22.5pp |
| Employer contribution / active EE | $6,213 | $3,103+100.2% | $3,870+60.5% | $2,757+125.4% |
| Participant deferral / active EE | $8,841 | $3,871+128.4% | $5,060+74.7% | $4,299+105.6% |
| Admin fee / account holder | $22,736 | $6,717+238.5% | $8,388+171.1% | $6,924+228.3% |