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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 | $47,099 | $73,988-36.3% | $96,538-51.2% | $75,177-37.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 16.30% | 26.73%-10.4pp | 35.74%-19.4pp | 160.75%-144.5pp |
| Employer contribution / active EE | $13,158 | $2,930+349.0% | $3,740+251.8% | $2,671+392.6% |
| Participant deferral / active EE | $5,701 | $3,660+55.7% | $4,880+16.8% | $4,126+38.2% |
| Admin fee / account holder | $1,376 | $5,220-73.6% | $6,737-79.6% | $5,651-75.7% |