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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 | $51,811 | $97,289-46.7% | $92,805-44.2% | $155,188-66.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 83.5%+16.5pp | 80.8%+19.2pp |
| Annual return | 38.51% | 29.03%+9.5pp | 31.59%+6.9pp | 148.84%-110.3pp |
| Employer contribution / active EE | $9,402 | $3,632+158.9% | $3,424+174.6% | $4,248+121.3% |
| Participant deferral / active EE | $19,587 | $8,795+122.7% | $8,448+131.9% | $6,531+199.9% |
| Admin fee / account holder | $2,382 | $12,015-80.2% | $10,911-78.2% | $14,480-83.5% |