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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 | $35,992 | $103,393-65.2% | $87,103-58.7% | $152,909-76.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.9%+23.1pp | 82.5%+17.5pp |
| Annual return | 20.31% | 28.10%-7.8pp | 28.19%-7.9pp | 345.46%-325.2pp |
| Employer contribution / active EE | $3,370 | $3,221+4.6% | $2,521+33.6% | $4,764-29.3% |
| Participant deferral / active EE | $4,169 | $4,778-12.8% | $4,049+3.0% | $5,851-28.8% |
| Admin fee / account holder | $607 | $12,195-95.0% | $7,491-91.9% | $11,601-94.8% |