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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 | $45,160 | $81,358-44.5% | $155,556-71.0% | $80,959-44.2% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 16.90% | 33.39%-16.5pp | 64.84%-47.9pp | 35.67%-18.8pp |
| Employer contribution / active EE | $7,097 | $3,106+128.5% | $4,675+51.8% | $2,757+157.4% |
| Participant deferral / active EE | $4,823 | $3,455+39.6% | $5,631-14.3% | $4,300+12.2% |
| Admin fee / account holder | $840 | $7,994-89.5% | $15,885-94.7% | $6,925-87.9% |