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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 | $44,158 | $90,400-51.2% | $186,193-76.3% | $87,485-49.5% |
| Participation rate | 100.0% | 66.2%+33.8pp | 77.1%+22.9pp | 68.9%+31.1pp |
| Annual return | 14.31% | 22.15%-7.8pp | 78.03%-63.7pp | 26.06%-11.8pp |
| Employer contribution / active EE | $5,217 | $2,170+140.4% | $3,918+33.1% | $2,596+100.9% |
| Participant deferral / active EE | $4,322 | $4,330-0.2% | $6,513-33.6% | $4,274+1.1% |
| Admin fee / account holder | $4,640 | $8,673-46.5% | $11,058-58.0% | $7,775-40.3% |