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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 | $107,421-57.8% | $182,262-75.1% | $94,015-51.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 84.2%+15.8pp | 70.8%+29.2pp |
| Annual return | 35.19% | 21.32%+13.9pp | 140.60%-105.4pp | 17.84%+17.4pp |
| Employer contribution / active EE | $5,876 | $3,448+70.4% | $5,046+16.5% | $2,790+110.6% |
| Participant deferral / active EE | $11,868 | $6,558+81.0% | $8,276+43.4% | $4,249+179.3% |
| Admin fee / account holder | $2,541 | $8,692-70.8% | $16,712-84.8% | $8,951-71.6% |