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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 | $46,293 | $81,358-43.1% | $155,556-70.2% | $80,959-42.8% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 15.91% | 33.39%-17.5pp | 64.84%-48.9pp | 35.67%-19.8pp |
| Employer contribution / active EE | $8,744 | $3,106+181.5% | $4,675+87.0% | $2,757+217.1% |
| Participant deferral / active EE | $4,008 | $3,455+16.0% | $5,631-28.8% | $4,300-6.8% |
| Admin fee / account holder | $457 | $7,994-94.3% | $15,885-97.1% | $6,925-93.4% |