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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 | $49,722 | $95,404-47.9% | $113,397-56.2% | $82,637-39.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 24.44% | 19.08%+5.4pp | 23.20%+1.2pp | 53.51%-29.1pp |
| Employer contribution / active EE | $3,494 | $2,307+51.5% | $2,977+17.4% | $2,552+36.9% |
| Participant deferral / active EE | $10,219 | $4,220+142.2% | $5,076+101.3% | $4,126+147.7% |
| Admin fee / account holder | $5,397 | $9,168-41.1% | $11,957-54.9% | $7,339-26.5% |