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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 | $41,019 | $93,586-56.2% | $135,925-69.8% | $75,173-45.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 32.42% | 30.90%+1.5pp | 68.25%-35.8pp | 160.65%-128.2pp |
| Employer contribution / active EE | $7,218 | $3,537+104.0% | $4,857+48.6% | $2,670+170.3% |
| Participant deferral / active EE | $13,812 | $6,405+115.6% | $7,759+78.0% | $4,126+234.8% |
| Admin fee / account holder | $4,143 | $6,977-40.6% | $10,764-61.5% | $5,651-26.7% |