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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 | $81,233-36.9% | $155,567-67.0% | $80,874-36.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 15.86% | 33.33%-17.5pp | 64.74%-48.9pp | 35.62%-19.8pp |
| Employer contribution / active EE | $5,629 | $3,101+81.5% | $4,674+20.4% | $2,756+104.3% |
| Participant deferral / active EE | $4,160 | $3,452+20.5% | $5,628-26.1% | $4,297-3.2% |
| Admin fee / account holder | $589 | $7,998-92.6% | $15,916-96.3% | $6,935-91.5% |