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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 | $40,983 | $84,236-51.3% | $170,435-76.0% | $70,126-41.6% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 16.33% | 23.06%-6.7pp | 205.94%-189.6pp | 73.15%-56.8pp |
| Employer contribution / active EE | $4,619 | $3,387+36.4% | $5,432-15.0% | $2,343+97.2% |
| Participant deferral / active EE | $5,232 | $3,086+69.5% | $4,939+5.9% | $3,332+57.0% |
| Admin fee / account holder | $7,232 | $5,698+26.9% | $13,881-47.9% | $4,645+55.7% |