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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 | $51,025 | $106,864-52.3% | $147,318-65.4% | $82,637-38.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 25.07% | 27.49%-2.4pp | 70.43%-45.4pp | 53.51%-28.4pp |
| Employer contribution / active EE | $3,636 | $3,417+6.4% | $4,593-20.8% | $2,552+42.5% |
| Participant deferral / active EE | $12,269 | $6,496+88.9% | $7,906+55.2% | $4,126+197.3% |
| Admin fee / account holder | $3,046 | $8,415-63.8% | $13,708-77.8% | $7,339-58.5% |