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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 | $28,250 | $106,749-73.5% | $145,433-80.6% | $82,448-65.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 33.47% | 27.59%+5.9pp | 66.58%-33.1pp | 41.64%-8.2pp |
| Employer contribution / active EE | $10,945 | $3,444+217.8% | $4,554+140.3% | $2,551+329.1% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $7,897-100.0% | $4,139-100.0% |
| Admin fee / account holder | $5,306 | $8,390-36.8% | $13,129-59.6% | $7,234-26.7% |