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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 | $45,173 | $88,672-49.1% | $105,223-57.1% | $82,448-45.2% |
| Participation rate | 100.0% | 67.9%+32.1pp | 75.0%+25.0pp | 68.1%+31.9pp |
| Annual return | 41.30% | 30.86%+10.4pp | 180.65%-139.3pp | 41.64%-0.3pp |
| Employer contribution / active EE | $5,302 | $3,048+73.9% | $3,689+43.7% | $2,551+107.8% |
| Participant deferral / active EE | $2,059 | $4,036-49.0% | $5,072-59.4% | $4,139-50.3% |
| Admin fee / account holder | $7,028 | $7,146-1.6% | $8,859-20.7% | $7,234-2.8% |