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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 | $71,230-46.5% | $93,727-59.3% | $80,959-52.9% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 18.95% | 11.26%+7.7pp | 133.83%-114.9pp | 35.67%-16.7pp |
| Employer contribution / active EE | $2,771 | $1,565+77.0% | $2,421+14.4% | $2,757+0.5% |
| Participant deferral / active EE | $3,049 | $4,037-24.5% | $4,417-31.0% | $4,300-29.1% |
| Admin fee / account holder | $1,503 | $6,961-78.4% | $8,292-81.9% | $6,925-78.3% |