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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 | $93,617-56.2% | $135,982-69.8% | $75,177-45.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 32.42% | 30.89%+1.5pp | 68.32%-35.9pp | 160.75%-128.3pp |
| Employer contribution / active EE | $7,218 | $3,538+104.0% | $4,859+48.5% | $2,671+170.2% |
| Participant deferral / active EE | $13,812 | $6,406+115.6% | $7,760+78.0% | $4,126+234.7% |
| Admin fee / account holder | $4,143 | $6,980-40.6% | $10,767-61.5% | $5,651-26.7% |