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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 | $40,757 | $76,407-46.7% | $150,298-72.9% | $82,448-50.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 77.8%+22.2pp | 68.1%+31.9pp |
| Annual return | 14.48% | 39.99%-25.5pp | 62.79%-48.3pp | 41.64%-27.2pp |
| Employer contribution / active EE | $5,483 | $2,614+109.8% | $4,154+32.0% | $2,551+114.9% |
| Participant deferral / active EE | $2,549 | $3,214-20.7% | $5,453-53.2% | $4,139-38.4% |
| Admin fee / account holder | $1,485 | $6,352-76.6% | $14,116-89.5% | $7,234-79.5% |