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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 | $31,219 | $93,617-66.7% | $135,982-77.0% | $75,177-58.5% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 34.11% | 30.89%+3.2pp | 68.32%-34.2pp | 160.75%-126.6pp |
| Employer contribution / active EE | $4,167 | $3,538+17.8% | $4,859-14.2% | $2,671+56.0% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $4,067 | $6,980-41.7% | $10,767-62.2% | $5,651-28.0% |