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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 | $24,702 | $43,730-43.5% | $121,220-79.6% | $64,173-61.5% |
| Participation rate | 98.5% | 58.3%+40.1pp | 71.8%+26.7pp | 69.6%+28.9pp |
| Annual return | 8.62% | 68.94%-60.3pp | 16.94%-8.3pp | 7.63%+1.0pp |
| Employer contribution / active EE | $5,668 | $1,297+337.1% | $4,023+40.9% | $2,381+138.1% |
| Participant deferral / active EE | $6,083 | $2,281+166.7% | $3,345+81.8% | $3,470+75.3% |
| Admin fee / account holder | $1,000 | $3,502-71.5% | $5,021-80.1% | $4,887-79.5% |