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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 | $36,302 | $77,472-53.1% | $100,415-63.8% | $80,959-55.2% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.7%+32.3pp |
| Annual return | 63.06% | 37.26%+25.8pp | 49.47%+13.6pp | 35.67%+27.4pp |
| Employer contribution / active EE | $5,773 | $2,800+106.1% | $3,943+46.4% | $2,757+109.4% |
| Participant deferral / active EE | $10,439 | $6,818+53.1% | $8,091+29.0% | $4,300+142.7% |
| Admin fee / account holder | $6,731 | $5,885+14.4% | $7,906-14.9% | $6,925-2.8% |