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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 | $38,199 | $65,961-42.1% | $180,320-78.8% | $94,015-59.4% |
| Participation rate | 100.0% | 61.3%+38.7pp | 71.5%+28.5pp | 70.8%+29.2pp |
| Annual return | 16.09% | 14.27%+1.8pp | 778.54%-762.4pp | 17.84%-1.8pp |
| Employer contribution / active EE | $2,187 | $1,737+25.9% | $4,108-46.8% | $2,790-21.6% |
| Participant deferral / active EE | $2,287 | $3,003-23.8% | $4,304-46.9% | $4,249-46.2% |
| Admin fee / account holder | $517 | $4,901-89.5% | $10,000-94.8% | $8,951-94.2% |