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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 | $56,916 | $94,439-39.7% | $73,658-22.7% | $154,746-63.2% |
| Participation rate | 100.0% | 64.7%+35.3pp | 57.0%+43.0pp | 80.7%+19.3pp |
| Annual return | 23.19% | 28.25%-5.1pp | 29.72%-6.5pp | 172.34%-149.2pp |
| Employer contribution / active EE | $5,062 | $1,257+302.6% | $1,032+390.3% | $4,379+15.6% |
| Participant deferral / active EE | $13,650 | $2,527+440.2% | $2,062+562.0% | $6,730+102.8% |
| Admin fee / account holder | $1,078 | $3,843-72.0% | $3,357-67.9% | $14,365-92.5% |