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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 | $46,259 | $80,983-42.9% | $96,544-52.1% | $75,177-38.5% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 18.43% | 27.05%-8.6pp | 25.88%-7.5pp | 160.75%-142.3pp |
| Employer contribution / active EE | $8,686 | $2,282+280.5% | $2,966+192.8% | $2,671+225.2% |
| Participant deferral / active EE | $9,783 | $3,929+149.0% | $4,851+101.6% | $4,126+137.1% |
| Admin fee / account holder | $6,104 | $6,717-9.1% | $8,254-26.1% | $5,651+8.0% |