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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 | $50,888 | $181,896-72.0% | $156,551-67.5% | $273,972-81.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 5.70% | 30.74%-25.0pp | 32.23%-26.5pp | 41.46%-35.8pp |
| Employer contribution / active EE | $12,406 | $6,248+98.6% | $5,501+125.5% | $4,869+154.8% |
| Participant deferral / active EE | $6,934 | $5,550+24.9% | $4,871+42.4% | $5,287+31.2% |
| Admin fee / account holder | $2,214 | $15,560-85.8% | $13,028-83.0% | $10,133-78.2% |