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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 | $46,235 | $27,826+66.2% | $65,583-29.5% | $71,529-35.4% |
| Participation rate | 100.0% | 57.6%+42.4pp | 65.0%+35.0pp | 67.9%+32.1pp |
| Annual return | 19.60% | 41.56%-22.0pp | 47.46%-27.9pp | 28.97%-9.4pp |
| Employer contribution / active EE | $3,797 | $1,405+170.3% | $1,692+124.4% | $2,590+46.6% |
| Participant deferral / active EE | $5,275 | $1,861+183.4% | $2,833+86.2% | $4,291+22.9% |
| Admin fee / account holder | $2,866 | $3,850-25.6% | $4,112-30.3% | $1,588+80.4% |