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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 | $38,612 | $99,875-61.3% | $146,866-73.7% | $86,983-55.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 24.03% | 28.10%-4.1pp | 102.85%-78.8pp | 25.83%-1.8pp |
| Employer contribution / active EE | $5,591 | $3,224+73.4% | $4,425+26.4% | $2,584+116.3% |
| Participant deferral / active EE | $3,856 | $6,322-39.0% | $7,759-50.3% | $4,194-8.1% |
| Admin fee / account holder | $947 | $7,838-87.9% | $13,620-93.0% | $7,856-87.9% |