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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 | $50,229 | $106,749-52.9% | $145,433-65.5% | $82,448-39.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 20.51% | 27.59%-7.1pp | 66.58%-46.1pp | 41.64%-21.1pp |
| Employer contribution / active EE | $9,023 | $3,444+162.0% | $4,554+98.1% | $2,551+253.7% |
| Participant deferral / active EE | $11,366 | $6,519+74.4% | $7,897+43.9% | $4,139+174.6% |
| Admin fee / account holder | $3,705 | $8,390-55.8% | $13,129-71.8% | $7,234-48.8% |