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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 | $46,804 | $94,031-50.2% | $115,768-59.6% | $82,448-43.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.4%+25.6pp | 68.1%+31.9pp |
| Annual return | 19.63% | 20.61%-1.0pp | 100.46%-80.8pp | 41.64%-22.0pp |
| Employer contribution / active EE | $6,434 | $2,323+176.9% | $2,940+118.8% | $2,551+152.2% |
| Participant deferral / active EE | $6,675 | $3,972+68.1% | $4,917+35.8% | $4,139+61.3% |
| Admin fee / account holder | $5,949 | $10,249-42.0% | $12,439-52.2% | $7,234-17.8% |