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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 | $36,498 | $101,798-64.1% | $165,071-77.9% | $80,935-54.9% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 17.44% | 16.73%+0.7pp | 70.17%-52.7pp | 35.66%-18.2pp |
| Employer contribution / active EE | $4,763 | $2,954+61.2% | $4,347+9.6% | $2,757+72.8% |
| Participant deferral / active EE | $12,083 | $4,476+169.9% | $6,035+100.2% | $4,299+181.0% |
| Admin fee / account holder | $2,730 | $8,221-66.8% | $12,695-78.5% | $6,924-60.6% |