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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 | $51,786 | $106,749-51.5% | $145,433-64.4% | $82,448-37.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 19.04% | 27.59%-8.5pp | 66.58%-47.5pp | 41.64%-22.6pp |
| Employer contribution / active EE | $4,850 | $3,444+40.8% | $4,554+6.5% | $2,551+90.1% |
| Participant deferral / active EE | $13,581 | $6,519+108.3% | $7,897+72.0% | $4,139+228.1% |
| Admin fee / account holder | $4,984 | $8,390-40.6% | $13,129-62.0% | $7,234-31.1% |