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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 | $40,680 | $101,752-60.0% | $164,928-75.3% | $80,911-49.7% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 12.44% | 16.73%-4.3pp | 70.08%-57.6pp | 35.63%-23.2pp |
| Employer contribution / active EE | $3,272 | $2,953+10.8% | $4,343-24.7% | $2,756+18.7% |
| Participant deferral / active EE | $7,406 | $4,477+65.4% | $6,034+22.7% | $4,297+72.3% |
| Admin fee / account holder | $15,122 | $8,218+84.0% | $12,684+19.2% | $6,935+118.1% |