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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 | $46,282 | $93,589-50.5% | $135,942-66.0% | $75,181-38.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 20.05% | 30.90%-10.9pp | 68.28%-48.2pp | 160.69%-140.6pp |
| Employer contribution / active EE | $5,598 | $3,537+58.2% | $4,858+15.2% | $2,671+109.6% |
| Participant deferral / active EE | $12,483 | $6,405+94.9% | $7,759+60.9% | $4,126+202.6% |
| Admin fee / account holder | $10,646 | $6,977+52.6% | $10,764-1.1% | $5,650+88.4% |