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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 | $48,868 | $78,707-37.9% | $117,861-58.5% | $70,126-30.3% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 18.59% | 23.30%-4.7pp | 335.11%-316.5pp | 73.15%-54.6pp |
| Employer contribution / active EE | $6,973 | $2,223+213.6% | $3,786+84.2% | $2,343+197.7% |
| Participant deferral / active EE | $4,230 | $3,297+28.3% | $4,482-5.6% | $3,332+27.0% |
| Admin fee / account holder | $568 | $5,066-88.8% | $8,021-92.9% | $4,645-87.8% |