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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 | $49,331 | $87,132-43.4% | $105,624-53.3% | $80,959-39.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 15.62% | 17.03%-1.4pp | 116.20%-100.6pp | 35.67%-20.1pp |
| Employer contribution / active EE | $5,306 | $2,397+121.4% | $3,168+67.5% | $2,757+92.5% |
| Participant deferral / active EE | $2,454 | $3,985-38.4% | $5,013-51.0% | $4,300-42.9% |
| Admin fee / account holder | $1,226 | $8,449-85.5% | $10,961-88.8% | $6,925-82.3% |