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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 | $25,040 | $60,349-58.5% | $74,184-66.2% | $62,881-60.2% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 43.06% | 21.38%+21.7pp | 17.74%+25.3pp | 20.14%+22.9pp |
| Employer contribution / active EE | $1,552 | $1,680-7.7% | $2,370-34.5% | $2,281-32.0% |
| Participant deferral / active EE | $3,126 | $2,856+9.4% | $3,550-11.9% | $3,203-2.4% |
| Admin fee / account holder | $425 | $4,261-90.0% | $5,586-92.4% | $4,296-90.1% |