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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 | $34,872 | $53,777-35.2% | $134,155-74.0% | $79,858-56.3% |
| Participation rate | 100.0% | 58.8%+41.2pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 43.77% | 19.01%+24.8pp | 36.34%+7.4pp | 31.72%+12.1pp |
| Employer contribution / active EE | $2,194 | $1,321+66.0% | $3,705-40.8% | $2,471-11.2% |
| Participant deferral / active EE | $6,392 | $2,420+164.1% | $3,500+82.7% | $3,740+70.9% |
| Admin fee / account holder | $10,251 | $3,984+157.3% | $6,685+53.3% | $5,306+93.2% |