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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 | $38,135 | $71,057-46.3% | $93,654-59.3% | $80,874-52.8% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 18.95% | 11.26%+7.7pp | 133.34%-114.4pp | 35.62%-16.7pp |
| Employer contribution / active EE | $2,771 | $1,564+77.2% | $2,421+14.4% | $2,756+0.5% |
| Participant deferral / active EE | $3,049 | $4,034-24.4% | $4,413-30.9% | $4,297-29.0% |
| Admin fee / account holder | $1,503 | $6,944-78.4% | $8,282-81.9% | $6,935-78.3% |