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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 | $35,012 | $63,861-45.2% | $104,639-66.5% | $79,856-56.2% |
| Participation rate | 100.0% | 64.9%+35.1pp | 74.1%+25.9pp | 69.6%+30.4pp |
| Annual return | 38.66% | 21.30%+17.4pp | 340.67%-302.0pp | 31.71%+6.9pp |
| Employer contribution / active EE | $4,349 | $1,588+173.8% | $2,682+62.2% | $2,471+76.0% |
| Participant deferral / active EE | $10,908 | $2,693+305.0% | $3,738+191.8% | $3,741+191.6% |
| Admin fee / account holder | $2,671 | $4,185-36.2% | $6,465-58.7% | $5,306-49.7% |