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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 | $46,651 | $123,793-62.3% | $177,848-73.8% | $79,856-41.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 47.56% | 22.82%+24.7pp | 48.33%-0.8pp | 31.71%+15.8pp |
| Employer contribution / active EE | $6,515 | $4,095+59.1% | $5,919+10.1% | $2,471+163.6% |
| Participant deferral / active EE | $4,467 | $5,956-25.0% | $7,714-42.1% | $3,741+19.4% |
| Admin fee / account holder | $1,885 | $7,243-74.0% | $12,431-84.8% | $5,306-64.5% |