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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 | $42,202 | $86,050-51.0% | $189,758-77.8% | $94,015-55.1% |
| Participation rate | 100.0% | 68.9%+31.1pp | 79.8%+20.2pp | 70.8%+29.2pp |
| Annual return | 16.11% | 17.77%-1.7pp | 52.62%-36.5pp | 17.84%-1.7pp |
| Employer contribution / active EE | $2,002 | $2,819-29.0% | $4,767-58.0% | $2,790-28.2% |
| Participant deferral / active EE | $11,070 | $3,349+230.6% | $5,856+89.0% | $4,249+160.5% |
| Admin fee / account holder | $9,799 | $6,627+47.9% | $20,388-51.9% | $8,951+9.5% |