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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 | $57,890 | $101,778-43.1% | $164,975-64.9% | $80,925-28.5% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 33.70% | 16.73%+17.0pp | 70.12%-36.4pp | 35.65%-2.0pp |
| Employer contribution / active EE | $5,008 | $2,954+69.5% | $4,343+15.3% | $2,756+81.7% |
| Participant deferral / active EE | $12,064 | $4,477+169.5% | $6,033+100.0% | $4,299+180.7% |
| Admin fee / account holder | $5,157 | $8,221-37.3% | $12,688-59.4% | $6,940-25.7% |