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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 | $61,416 | $107,421-42.8% | $182,262-66.3% | $94,015-34.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 84.2%+15.8pp | 70.8%+29.2pp |
| Annual return | 21.94% | 21.32%+0.6pp | 140.60%-118.7pp | 17.84%+4.1pp |
| Employer contribution / active EE | $5,833 | $3,448+69.2% | $5,046+15.6% | $2,790+109.1% |
| Participant deferral / active EE | $19,586 | $6,558+198.7% | $8,276+136.6% | $4,249+360.9% |
| Admin fee / account holder | $6,476 | $8,692-25.5% | $16,712-61.3% | $8,951-27.7% |