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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 | $34,588 | $78,707-56.1% | $117,861-70.7% | $70,126-50.7% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 17.94% | 23.30%-5.4pp | 335.11%-317.2pp | 73.15%-55.2pp |
| Employer contribution / active EE | $4,842 | $2,223+117.8% | $3,786+27.9% | $2,343+106.7% |
| Participant deferral / active EE | $3,607 | $3,297+9.4% | $4,482-19.5% | $3,332+8.3% |
| Admin fee / account holder | $2,090 | $5,066-58.7% | $8,021-73.9% | $4,645-55.0% |