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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 | $36,033 | $77,817-53.7% | $123,553-70.8% | $64,173-43.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 23.42% | 12.49%+10.9pp | 119.21%-95.8pp | 7.63%+15.8pp |
| Employer contribution / active EE | $3,909 | $3,014+29.7% | $4,628-15.5% | $2,381+64.2% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $2,418 | $5,519-56.2% | $9,284-74.0% | $4,887-50.5% |