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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 | $36,240 | $95,404-62.0% | $113,397-68.0% | $82,637-56.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 32.56% | 19.08%+13.5pp | 23.20%+9.4pp | 53.51%-20.9pp |
| Employer contribution / active EE | $5,144 | $2,307+123.0% | $2,977+72.8% | $2,552+101.5% |
| Participant deferral / active EE | $3,698 | $4,220-12.4% | $5,076-27.2% | $4,126-10.4% |
| Admin fee / account holder | $1,434 | $9,168-84.4% | $11,957-88.0% | $7,339-80.5% |