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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 | $39,498 | $135,905-70.9% | $126,068-68.7% | $198,609-80.1% |
| Participation rate | 100.0% | 85.6%+14.4pp | 84.7%+15.3pp | 82.4%+17.6pp |
| Annual return | 29.08% | 14.07%+15.0pp | 15.01%+14.1pp | 202.70%-173.6pp |
| Employer contribution / active EE | $8,017 | $4,245+88.8% | $3,968+102.0% | $5,055+58.6% |
| Participant deferral / active EE | $20,005 | $8,523+134.7% | $8,214+143.6% | $6,977+186.7% |
| Admin fee / account holder | $2,982 | $21,036-85.8% | $18,264-83.7% | $19,030-84.3% |