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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 | $40,387 | $72,027-43.9% | $185,861-78.3% | $79,856-49.4% |
| Participation rate | 100.0% | 65.8%+34.2pp | 78.0%+22.0pp | 69.6%+30.4pp |
| Annual return | 21.13% | 23.13%-2.0pp | 35.96%-14.8pp | 31.71%-10.6pp |
| Employer contribution / active EE | $6,146 | $1,965+212.8% | $4,088+50.3% | $2,471+148.7% |
| Participant deferral / active EE | $8,033 | $3,780+112.5% | $5,634+42.6% | $3,741+114.7% |
| Admin fee / account holder | $5,306 | $4,513+17.6% | $9,503-44.2% | $5,3060% |