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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 | $55,918 | $68,878-18.8% | $120,574-53.6% | $80,935-30.9% |
| Participation rate | 100.0% | 61.7%+38.3pp | 71.9%+28.1pp | 67.7%+32.3pp |
| Annual return | 19.40% | 23.67%-4.3pp | 107.42%-88.0pp | 35.66%-16.3pp |
| Employer contribution / active EE | $4,258 | $2,065+106.2% | $3,471+22.7% | $2,757+54.4% |
| Participant deferral / active EE | $6,833 | $3,189+114.3% | $4,996+36.8% | $4,299+58.9% |
| Admin fee / account holder | $7,281 | $5,782+25.9% | $9,445-22.9% | $6,924+5.2% |