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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 | $30,110 | $78,672-61.7% | $109,163-72.4% | $85,856-64.9% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 20.83% | 25.09%-4.3pp | 25.75%-4.9pp | 318.58%-297.8pp |
| Employer contribution / active EE | $3,037 | $2,734+11.1% | $3,723-18.4% | $2,565+18.4% |
| Participant deferral / active EE | $10,561 | $3,467+204.6% | $4,654+126.9% | $3,952+167.2% |
| Admin fee / account holder | $340 | $5,470-93.8% | $6,754-95.0% | $6,261-94.6% |