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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 | $41,835 | $93,589-55.3% | $135,942-69.2% | $75,181-44.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 27.43% | 30.90%-3.5pp | 68.28%-40.9pp | 160.69%-133.3pp |
| Employer contribution / active EE | $7,155 | $3,537+102.3% | $4,858+47.3% | $2,671+167.9% |
| Participant deferral / active EE | $10,946 | $6,405+70.9% | $7,759+41.1% | $4,126+165.3% |
| Admin fee / account holder | $369 | $6,977-94.7% | $10,764-96.6% | $5,650-93.5% |