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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 | $33,975 | $96,965-65.0% | $97,995-65.3% | $147,586-77.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 82.4%+17.6pp | 82.8%+17.2pp |
| Annual return | 34.65% | 24.11%+10.5pp | 23.94%+10.7pp | 578.59%-543.9pp |
| Employer contribution / active EE | $2,088 | $4,536-54.0% | $4,158-49.8% | $4,876-57.2% |
| Participant deferral / active EE | $10,398 | $5,081+104.6% | $5,097+104.0% | $5,439+91.2% |
| Admin fee / account holder | $5,806 | $8,120-28.5% | $5,943-2.3% | $10,886-46.7% |