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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 | $51,491 | $93,617-45.0% | $135,982-62.1% | $75,177-31.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 17.54% | 30.89%-13.3pp | 68.32%-50.8pp | 160.75%-143.2pp |
| Employer contribution / active EE | $5,824 | $3,538+64.6% | $4,859+19.9% | $2,671+118.0% |
| Participant deferral / active EE | $6,262 | $6,406-2.3% | $7,760-19.3% | $4,126+51.8% |
| Admin fee / account holder | $1,530 | $6,980-78.1% | $10,767-85.8% | $5,651-72.9% |