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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 | $50,890 | $98,776-48.5% | $149,745-66.0% | $79,856-36.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 30.04% | 27.38%+2.7pp | 276.72%-246.7pp | 31.71%-1.7pp |
| Employer contribution / active EE | $5,858 | $3,217+82.1% | $4,646+26.1% | $2,471+137.0% |
| Participant deferral / active EE | $6,985 | $5,681+22.9% | $6,843+2.1% | $3,741+86.7% |
| Admin fee / account holder | $4,824 | $6,053-20.3% | $9,312-48.2% | $5,306-9.1% |