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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 | $32,482 | $67,602-52.0% | $82,312-60.5% | $70,126-53.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 35.65% | 21.57%+14.1pp | 25.88%+9.8pp | 73.15%-37.5pp |
| Employer contribution / active EE | $10,000 | $1,755+469.8% | $2,428+311.8% | $2,343+326.9% |
| Participant deferral / active EE | $0 | $2,987-100.0% | $3,706-100.0% | $3,332-100.0% |
| Admin fee / account holder | $447 | $4,512-90.1% | $5,608-92.0% | $4,645-90.4% |