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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 | $95,453-62.0% | $112,040-67.7% | $82,448-56.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 32.56% | 23.92%+8.6pp | 24.52%+8.0pp | 41.64%-9.1pp |
| Employer contribution / active EE | $5,144 | $2,318+121.9% | $2,954+74.1% | $2,551+101.6% |
| Participant deferral / active EE | $3,698 | $4,224-12.4% | $5,098-27.5% | $4,139-10.7% |
| Admin fee / account holder | $1,434 | $9,013-84.1% | $12,098-88.1% | $7,234-80.2% |