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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 | $57,376 | $106,749-46.3% | $145,433-60.5% | $82,448-30.4% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 29.90% | 27.59%+2.3pp | 66.58%-36.7pp | 41.64%-11.7pp |
| Employer contribution / active EE | $5,934 | $3,444+72.3% | $4,554+30.3% | $2,551+132.6% |
| Participant deferral / active EE | $12,454 | $6,519+91.1% | $7,897+57.7% | $4,139+200.9% |
| Admin fee / account holder | $1,333 | $8,390-84.1% | $13,129-89.8% | $7,234-81.6% |