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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 | $85,609 | $110,278-22.4% | $95,740-10.6% | $139,466-38.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 36.61% | 27.19%+9.4pp | 28.41%+8.2pp | 373.66%-337.1pp |
| Employer contribution / active EE | $1,830 | $3,260-43.9% | $2,836-35.5% | $4,754-61.5% |
| Participant deferral / active EE | $9,105 | $4,674+94.8% | $4,244+114.5% | $6,712+35.6% |
| Admin fee / account holder | $3,544 | $6,613-46.4% | $5,676-37.6% | $11,409-68.9% |