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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 | $51,282 | $81,331-36.9% | $155,534-67.0% | $80,935-36.6% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 13.32% | 33.37%-20.1pp | 64.92%-51.6pp | 35.66%-22.3pp |
| Employer contribution / active EE | $7,970 | $3,105+156.7% | $4,675+70.5% | $2,757+189.1% |
| Participant deferral / active EE | $5,423 | $3,454+57.0% | $5,630-3.7% | $4,299+26.1% |
| Admin fee / account holder | $2,051 | $7,999-74.4% | $15,900-87.1% | $6,924-70.4% |