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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 | $24,464 | $100,970-75.8% | $96,576-74.7% | $137,256-82.2% |
| Participation rate | 100.0% | 82.6%+17.4pp | 81.4%+18.6pp | 80.0%+20.0pp |
| Annual return | 35.34% | 38.16%-2.8pp | 38.47%-3.1pp | 220.34%-185.0pp |
| Employer contribution / active EE | $5,950 | $3,809+56.2% | $3,553+67.4% | $4,156+43.2% |
| Participant deferral / active EE | $13,116 | $8,286+58.3% | $7,956+64.8% | $6,407+104.7% |
| Admin fee / account holder | $2,550 | $11,312-77.5% | $11,381-77.6% | $12,270-79.2% |