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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 | $35,567 | $70,475-49.5% | $100,530-64.6% | $79,858-55.5% |
| Participation rate | 100.0% | 73.7%+26.3pp | 79.4%+20.6pp | 69.6%+30.4pp |
| Annual return | 41.33% | 21.90%+19.4pp | 30.89%+10.4pp | 31.72%+9.6pp |
| Employer contribution / active EE | $1,187 | $2,165-45.2% | $3,418-65.3% | $2,471-52.0% |
| Participant deferral / active EE | $10,687 | $5,181+106.3% | $6,271+70.4% | $3,740+185.7% |
| Admin fee / account holder | $1,591 | $4,478-64.5% | $8,083-80.3% | $5,306-70.0% |