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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 | $33,754 | $99,380-66.0% | $90,312-62.6% | $155,188-78.2% |
| Participation rate | 100.0% | 77.3%+22.7pp | 72.9%+27.1pp | 80.8%+19.2pp |
| Annual return | 15.74% | 19.35%-3.6pp | 18.90%-3.2pp | 148.84%-133.1pp |
| Employer contribution / active EE | $5,084 | $2,390+112.8% | $2,243+126.7% | $4,248+19.7% |
| Participant deferral / active EE | $11,557 | $4,212+174.4% | $3,749+208.3% | $6,531+77.0% |
| Admin fee / account holder | $21,412 | $9,766+119.3% | $8,248+159.6% | $14,480+47.9% |