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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 | $54,892 | $81,358-32.5% | $155,556-64.7% | $80,959-32.2% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 17.63% | 33.39%-15.8pp | 64.84%-47.2pp | 35.67%-18.0pp |
| Employer contribution / active EE | $7,488 | $3,106+141.0% | $4,675+60.2% | $2,757+171.6% |
| Participant deferral / active EE | $7,148 | $3,455+106.9% | $5,631+26.9% | $4,300+66.2% |
| Admin fee / account holder | $576 | $7,994-92.8% | $15,885-96.4% | $6,925-91.7% |