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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 | $34,393 | $88,707-61.2% | $74,184-53.6% | $273,972-87.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 40.30% | 11.94%+28.4pp | 17.74%+22.6pp | 41.46%-1.2pp |
| Employer contribution / active EE | $1,871 | $3,159-40.8% | $2,370-21.0% | $4,869-61.6% |
| Participant deferral / active EE | $7,285 | $4,212+73.0% | $3,550+105.2% | $5,287+37.8% |
| Admin fee / account holder | $1,271 | $8,717-85.4% | $5,586-77.3% | $10,133-87.5% |