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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 | $101,950-54.1% | $125,529-62.7% | $86,983-46.2% |
| Participation rate | 100.0% | 70.2%+29.8pp | 74.7%+25.3pp | 69.5%+30.5pp |
| Annual return | 19.63% | 18.29%+1.3pp | 202.56%-182.9pp | 25.83%-6.2pp |
| Employer contribution / active EE | $6,434 | $2,358+172.8% | $3,058+110.4% | $2,584+148.9% |
| Participant deferral / active EE | $6,675 | $3,862+72.8% | $4,813+38.7% | $4,194+59.2% |
| Admin fee / account holder | $5,949 | $12,791-53.5% | $16,298-63.5% | $7,856-24.3% |