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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 | $73,787-51.4% | $98,716-63.7% | $82,448-56.5% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 24.54% | 18.57%+6.0pp | 31.81%-7.3pp | 41.64%-17.1pp |
| Employer contribution / active EE | $4,936 | $1,511+226.6% | $2,279+116.6% | $2,551+93.5% |
| Participant deferral / active EE | $10,469 | $3,081+239.8% | $4,048+158.6% | $4,139+152.9% |
| Admin fee / account holder | $1,883 | $6,500-71.0% | $8,703-78.4% | $7,234-74.0% |