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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 | $51,297 | $93,598-45.2% | $135,974-62.3% | $75,173-31.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 18.07% | 30.89%-12.8pp | 68.30%-50.2pp | 160.72%-142.7pp |
| Employer contribution / active EE | $4,352 | $3,538+23.0% | $4,859-10.4% | $2,671+62.9% |
| Participant deferral / active EE | $8,491 | $6,405+32.6% | $7,760+9.4% | $4,126+105.8% |
| Admin fee / account holder | $11,267 | $6,978+61.5% | $10,767+4.6% | $5,651+99.4% |