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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 | $45,602 | $109,359-58.3% | $162,185-71.9% | $72,976-37.5% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 19.05% | 25.46%-6.4pp | 115.61%-96.6pp | 81.02%-62.0pp |
| Employer contribution / active EE | $5,176 | $3,907+32.5% | $5,613-7.8% | $2,440+112.1% |
| Participant deferral / active EE | $5,654 | $5,481+3.2% | $7,297-22.5% | $3,608+56.7% |
| Admin fee / account holder | $369 | $7,972-95.4% | $10,844-96.6% | $5,124-92.8% |