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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 | $43,337 | $125,797-65.5% | $170,057-74.5% | $75,177-42.4% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 25.99% | 27.20%-1.2pp | 53.42%-27.4pp | 160.75%-134.8pp |
| Employer contribution / active EE | $8,943 | $4,616+93.7% | $6,790+31.7% | $2,671+234.8% |
| Participant deferral / active EE | $12,838 | $6,838+87.7% | $10,411+23.3% | $4,126+211.1% |
| Admin fee / account holder | $2,646 | $8,177-67.6% | $12,826-79.4% | $5,651-53.2% |