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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 | $35,337 | $86,050-58.9% | $189,758-81.4% | $94,015-62.4% |
| Participation rate | 100.0% | 68.9%+31.1pp | 79.8%+20.2pp | 70.8%+29.2pp |
| Annual return | 17.76% | 17.77%0pp | 52.62%-34.9pp | 17.84%-0.1pp |
| Employer contribution / active EE | $1,671 | $2,819-40.7% | $4,767-64.9% | $2,790-40.1% |
| Participant deferral / active EE | $7,036 | $3,349+110.1% | $5,856+20.2% | $4,249+65.6% |
| Admin fee / account holder | $2,091 | $6,627-68.5% | $20,388-89.7% | $8,951-76.6% |