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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 | $81,276-44.4% | $155,574-71.0% | $80,925-44.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 16.90% | 33.36%-16.5pp | 64.87%-48.0pp | 35.65%-18.7pp |
| Employer contribution / active EE | $7,097 | $3,103+128.7% | $4,676+51.8% | $2,756+157.5% |
| Participant deferral / active EE | $4,823 | $3,453+39.7% | $5,629-14.3% | $4,299+12.2% |
| Admin fee / account holder | $840 | $7,993-89.5% | $15,914-94.7% | $6,940-87.9% |