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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 | $45,351 | $71,215-36.3% | $93,696-51.6% | $80,935-44.0% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 16.47% | 11.27%+5.2pp | 133.74%-117.3pp | 35.66%-19.2pp |
| Employer contribution / active EE | $3,238 | $1,565+106.9% | $2,422+33.7% | $2,757+17.5% |
| Participant deferral / active EE | $6,619 | $4,037+64.0% | $4,417+49.9% | $4,299+53.9% |
| Admin fee / account holder | $1,075 | $6,958-84.5% | $8,287-87.0% | $6,924-84.5% |