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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 | $45,366 | $94,031-51.8% | $115,768-60.8% | $82,448-45.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.4%+25.6pp | 68.1%+31.9pp |
| Annual return | 20.23% | 20.61%-0.4pp | 100.46%-80.2pp | 41.64%-21.4pp |
| Employer contribution / active EE | $5,194 | $2,323+123.6% | $2,940+76.7% | $2,551+103.6% |
| Participant deferral / active EE | $11,956 | $3,972+201.0% | $4,917+143.2% | $4,139+188.8% |
| Admin fee / account holder | $1,409 | $10,249-86.3% | $12,439-88.7% | $7,234-80.5% |