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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 | $24,719 | $93,598-73.6% | $135,974-81.8% | $75,173-67.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 18.19% | 30.89%-12.7pp | 68.30%-50.1pp | 160.72%-142.5pp |
| Employer contribution / active EE | $7,185 | $3,538+103.1% | $4,859+47.9% | $2,671+169.0% |
| Participant deferral / active EE | $9,845 | $6,405+53.7% | $7,760+26.9% | $4,126+138.6% |
| Admin fee / account holder | $9,574 | $6,978+37.2% | $10,767-11.1% | $5,651+69.4% |