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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 | $36,010 | $99,380-63.8% | $90,312-60.1% | $155,188-76.8% |
| Participation rate | 100.0% | 77.3%+22.7pp | 72.9%+27.1pp | 80.8%+19.2pp |
| Annual return | 41.10% | 19.35%+21.7pp | 18.90%+22.2pp | 148.84%-107.7pp |
| Employer contribution / active EE | $6,378 | $2,390+166.9% | $2,243+184.4% | $4,248+50.1% |
| Participant deferral / active EE | $6,378 | $4,212+51.4% | $3,749+70.1% | $6,531-2.3% |
| Admin fee / account holder | $3,163 | $9,766-67.6% | $8,248-61.7% | $14,480-78.2% |