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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 | $30,131 | $81,276-62.9% | $155,574-80.6% | $80,925-62.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 45.69% | 33.36%+12.3pp | 64.87%-19.2pp | 35.65%+10.0pp |
| Employer contribution / active EE | $3,498 | $3,103+12.7% | $4,676-25.2% | $2,756+26.9% |
| Participant deferral / active EE | $7,136 | $3,453+106.7% | $5,629+26.8% | $4,299+66.0% |
| Admin fee / account holder | $1,827 | $7,993-77.1% | $15,914-88.5% | $6,940-73.7% |