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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 | $23,853 | $110,278-78.4% | $95,740-75.1% | $139,466-82.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 37.37% | 27.19%+10.2pp | 28.41%+9.0pp | 373.66%-336.3pp |
| Employer contribution / active EE | $4,220 | $3,260+29.4% | $2,836+48.8% | $4,754-11.2% |
| Participant deferral / active EE | $9,278 | $4,674+98.5% | $4,244+118.6% | $6,712+38.2% |
| Admin fee / account holder | $2,354 | $6,613-64.4% | $5,676-58.5% | $11,409-79.4% |