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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 | $50,767 | $96,558-47.4% | $80,977-37.3% | $273,972-81.5% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 44.37% | 15.14%+29.2pp | 17.11%+27.3pp | 41.46%+2.9pp |
| Employer contribution / active EE | $16,158 | $4,869+231.9% | $3,715+335.0% | $4,869+231.9% |
| Participant deferral / active EE | $9,739 | $6,598+47.6% | $5,696+71.0% | $5,287+84.2% |
| Admin fee / account holder | $804 | $7,493-89.3% | $5,517-85.4% | $10,133-92.1% |