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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 | $35,879 | $83,898-57.2% | $133,346-73.1% | $94,015-61.8% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.8%+27.2pp | 70.8%+29.2pp |
| Annual return | 24.54% | 16.00%+8.5pp | 36.85%-12.3pp | 17.84%+6.7pp |
| Employer contribution / active EE | $4,936 | $1,821+171.1% | $2,853+73.0% | $2,790+76.9% |
| Participant deferral / active EE | $10,469 | $3,245+222.6% | $4,332+141.7% | $4,249+146.4% |
| Admin fee / account holder | $1,883 | $7,809-75.9% | $14,264-86.8% | $8,951-79.0% |