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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 | $35,565 | $76,551-53.5% | $123,894-71.3% | $62,881-43.4% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 9.71% | 18.68%-9.0pp | 47.52%-37.8pp | 20.14%-10.4pp |
| Employer contribution / active EE | $6,724 | $2,882+133.3% | $4,617+45.6% | $2,281+194.8% |
| Participant deferral / active EE | $3,494 | $4,840-27.8% | $5,984-41.6% | $3,203+9.1% |
| Admin fee / account holder | $491 | $4,826-89.8% | $8,357-94.1% | $4,296-88.6% |