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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 | $109,620-57.3% | $148,496-68.5% | $94,015-50.2% |
| Participation rate | 100.0% | 71.3%+28.7pp | 76.0%+24.0pp | 70.8%+29.2pp |
| Annual return | 19.63% | 17.54%+2.1pp | 12.33%+7.3pp | 17.84%+1.8pp |
| Employer contribution / active EE | $6,434 | $2,618+145.8% | $3,497+84.0% | $2,790+130.6% |
| Participant deferral / active EE | $6,675 | $3,831+74.2% | $4,808+38.8% | $4,249+57.1% |
| Admin fee / account holder | $5,949 | $10,050-40.8% | $19,547-69.6% | $8,951-33.5% |