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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 | $81,276-32.5% | $155,574-64.7% | $80,925-32.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 17.63% | 33.36%-15.7pp | 64.87%-47.2pp | 35.65%-18.0pp |
| Employer contribution / active EE | $7,488 | $3,103+141.3% | $4,676+60.1% | $2,756+171.7% |
| Participant deferral / active EE | $7,148 | $3,453+107.0% | $5,629+27.0% | $4,299+66.3% |
| Admin fee / account holder | $576 | $7,993-92.8% | $15,914-96.4% | $6,940-91.7% |