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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 | $24,501 | $63,845-61.6% | $81,370-69.9% | $80,959-69.7% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.7%+32.3pp |
| Annual return | 39.67% | 16.37%+23.3pp | 24.85%+14.8pp | 35.67%+4.0pp |
| Employer contribution / active EE | $2,278 | $1,980+15.1% | $2,464-7.5% | $2,757-17.4% |
| Participant deferral / active EE | $9,342 | $3,093+202.1% | $3,885+140.5% | $4,300+117.2% |
| Admin fee / account holder | $1,109 | $5,688-80.5% | $5,749-80.7% | $6,925-84.0% |