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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 | $41,106 | $93,598-56.1% | $135,974-69.8% | $75,173-45.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 16.73% | 30.89%-14.2pp | 68.30%-51.6pp | 160.72%-144.0pp |
| Employer contribution / active EE | $5,568 | $3,538+57.4% | $4,859+14.6% | $2,671+108.5% |
| Participant deferral / active EE | $13,469 | $6,405+110.3% | $7,760+73.6% | $4,126+226.4% |
| Admin fee / account holder | $8,176 | $6,978+17.2% | $10,767-24.1% | $5,651+44.7% |