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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 | $42,979 | $110,240-61.0% | $96,544-55.5% | $139,487-69.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 28.96% | 26.41%+2.6pp | 25.88%+3.1pp | 373.84%-344.9pp |
| Employer contribution / active EE | $4,916 | $3,622+35.7% | $2,966+65.7% | $4,755+3.4% |
| Participant deferral / active EE | $15,281 | $5,549+175.4% | $4,851+215.0% | $6,713+127.6% |
| Admin fee / account holder | $6,816 | $11,602-41.3% | $8,254-17.4% | $11,407-40.2% |