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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 | $34,605 | $64,359-46.2% | $90,161-61.6% | $70,124-50.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 59.35% | 28.13%+31.2pp | 34.89%+24.5pp | 73.14%-13.8pp |
| Employer contribution / active EE | $3,782 | $2,046+84.9% | $3,318+14.0% | $2,342+61.4% |
| Participant deferral / active EE | $7,314 | $4,389+66.6% | $5,287+38.3% | $3,332+119.5% |
| Admin fee / account holder | $4,325 | $3,945+9.6% | $5,943-27.2% | $4,645-6.9% |