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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 | $45,330 | $106,749-57.5% | $145,433-68.8% | $82,448-45.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 35.19% | 27.59%+7.6pp | 66.58%-31.4pp | 41.64%-6.4pp |
| Employer contribution / active EE | $5,876 | $3,444+70.6% | $4,554+29.0% | $2,551+130.3% |
| Participant deferral / active EE | $11,868 | $6,519+82.1% | $7,897+50.3% | $4,139+186.7% |
| Admin fee / account holder | $2,541 | $8,390-69.7% | $13,129-80.6% | $7,234-64.9% |