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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 | $37,733 | $87,059-56.7% | $105,608-64.3% | $80,925-53.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 17.55% | 17.05%+0.5pp | 116.50%-99.0pp | 35.65%-18.1pp |
| Employer contribution / active EE | $4,029 | $2,396+68.1% | $3,167+27.2% | $2,756+46.2% |
| Participant deferral / active EE | $11,435 | $3,986+186.9% | $5,010+128.3% | $4,299+166.0% |
| Admin fee / account holder | $3,383 | $8,443-59.9% | $11,028-69.3% | $6,940-51.3% |