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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 | $46,058 | $36,844+25.0% | $83,854-45.1% | $65,306-29.5% |
| Participation rate | 100.0% | 29.2%+70.8pp | 59.1%+40.9pp | 57.7%+42.3pp |
| Annual return | 21.40% | 22.28%-0.9pp | 31.39%-10.0pp | 21.94%-0.5pp |
| Employer contribution / active EE | $3,435 | $415+727.7% | $1,017+237.7% | $1,967+74.6% |
| Participant deferral / active EE | $7,081 | $1,040+581.1% | $2,035+247.9% | $2,959+139.3% |
| Admin fee / account holder | $6,958 | $2,546+173.3% | $3,197+117.7% | $3,480+99.9% |