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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 | $42,482 | $106,749-60.2% | $145,433-70.8% | $82,448-48.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 47.25% | 27.59%+19.7pp | 66.58%-19.3pp | 41.64%+5.6pp |
| Employer contribution / active EE | $7,702 | $3,444+123.6% | $4,554+69.1% | $2,551+201.9% |
| Participant deferral / active EE | $4,382 | $6,519-32.8% | $7,897-44.5% | $4,139+5.9% |
| Admin fee / account holder | $3,120 | $8,390-62.8% | $13,129-76.2% | $7,234-56.9% |