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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 | $40,201 | $95,404-57.9% | $113,397-64.5% | $82,637-51.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 17.96% | 19.08%-1.1pp | 23.20%-5.2pp | 53.51%-35.5pp |
| Employer contribution / active EE | $3,839 | $2,307+66.4% | $2,977+29.0% | $2,552+50.4% |
| Participant deferral / active EE | $9,597 | $4,220+127.4% | $5,076+89.1% | $4,126+132.6% |
| Admin fee / account holder | $3,216 | $9,168-64.9% | $11,957-73.1% | $7,339-56.2% |