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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 | $48,849 | $62,672-22.1% | $185,117-73.6% | $70,126-30.3% |
| Participation rate | 100.0% | 63.8%+36.2pp | 77.3%+22.7pp | 69.5%+30.5pp |
| Annual return | 36.00% | 40.79%-4.8pp | 40.50%-4.5pp | 73.15%-37.1pp |
| Employer contribution / active EE | $11,967 | $1,753+582.6% | $4,182+186.2% | $2,343+410.8% |
| Participant deferral / active EE | $14,324 | $3,272+337.8% | $5,045+183.9% | $3,332+329.9% |
| Admin fee / account holder | $1,593 | $3,932-59.5% | $8,159-80.5% | $4,645-65.7% |