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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 | $43,206 | $65,395-33.9% | $182,558-76.3% | $72,976-40.8% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 69.5%+30.5pp |
| Annual return | 27.95% | 27.68%+0.3pp | 148.59%-120.6pp | 81.02%-53.1pp |
| Employer contribution / active EE | $7,656 | $1,911+300.6% | $4,076+87.8% | $2,440+213.8% |
| Participant deferral / active EE | $6,070 | $3,563+70.4% | $5,526+9.8% | $3,608+68.2% |
| Admin fee / account holder | $573 | $4,245-86.5% | $8,594-93.3% | $5,124-88.8% |