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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 | $37,193 | $107,421-65.4% | $182,262-79.6% | $94,015-60.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 84.2%+15.8pp | 70.8%+29.2pp |
| Annual return | 30.23% | 21.32%+8.9pp | 140.60%-110.4pp | 17.84%+12.4pp |
| Employer contribution / active EE | $4,474 | $3,448+29.8% | $5,046-11.3% | $2,790+60.4% |
| Participant deferral / active EE | $11,831 | $6,558+80.4% | $8,276+42.9% | $4,249+178.4% |
| Admin fee / account holder | $3,207 | $8,692-63.1% | $16,712-80.8% | $8,951-64.2% |