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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 | $38,264 | $106,749-64.2% | $145,433-73.7% | $82,448-53.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 20.64% | 27.59%-7.0pp | 66.58%-45.9pp | 41.64%-21.0pp |
| Employer contribution / active EE | $8,675 | $3,444+151.8% | $4,554+90.5% | $2,551+240.1% |
| Participant deferral / active EE | $16,957 | $6,519+160.1% | $7,897+114.7% | $4,139+309.7% |
| Admin fee / account holder | $11,868 | $8,390+41.5% | $13,129-9.6% | $7,234+64.0% |