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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 | $51,296 | $81,358-37.0% | $155,556-67.0% | $80,959-36.6% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 15.86% | 33.39%-17.5pp | 64.84%-49.0pp | 35.67%-19.8pp |
| Employer contribution / active EE | $5,629 | $3,106+81.2% | $4,675+20.4% | $2,757+104.2% |
| Participant deferral / active EE | $4,160 | $3,455+20.4% | $5,631-26.1% | $4,300-3.3% |
| Admin fee / account holder | $589 | $7,994-92.6% | $15,885-96.3% | $6,925-91.5% |