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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 | $43,368 | $98,776-56.1% | $149,745-71.0% | $79,856-45.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 18.84% | 27.38%-8.5pp | 276.72%-257.9pp | 31.71%-12.9pp |
| Employer contribution / active EE | $4,051 | $3,217+25.9% | $4,646-12.8% | $2,471+63.9% |
| Participant deferral / active EE | $6,479 | $5,681+14.0% | $6,843-5.3% | $3,741+73.2% |
| Admin fee / account holder | $7,516 | $6,053+24.2% | $9,312-19.3% | $5,306+41.6% |