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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 | $37,457 | $70,486-46.9% | $100,535-62.7% | $79,856-53.1% |
| Participation rate | 100.0% | 73.6%+26.4pp | 79.4%+20.6pp | 69.6%+30.4pp |
| Annual return | 44.67% | 21.90%+22.8pp | 30.90%+13.8pp | 31.71%+13.0pp |
| Employer contribution / active EE | $4,056 | $2,165+87.4% | $3,419+18.7% | $2,471+64.1% |
| Participant deferral / active EE | $10,386 | $5,182+100.4% | $6,271+65.6% | $3,741+177.6% |
| Admin fee / account holder | $1,177 | $4,480-73.7% | $8,085-85.4% | $5,306-77.8% |