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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 | $40,836 | $77,472-47.3% | $100,392-59.3% | $80,935-49.5% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.7%+32.3pp |
| Annual return | 17.64% | 37.26%-19.6pp | 49.45%-31.8pp | 35.66%-18.0pp |
| Employer contribution / active EE | $4,720 | $2,800+68.6% | $3,941+19.7% | $2,757+71.2% |
| Participant deferral / active EE | $8,774 | $6,818+28.7% | $8,090+8.5% | $4,299+104.1% |
| Admin fee / account holder | $3,789 | $5,885-35.6% | $7,904-52.1% | $6,924-45.3% |