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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 | $40,749 | $91,179-55.3% | $178,499-77.2% | $79,852-49.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 32.14% | 24.19%+7.9pp | 151.10%-119.0pp | 31.72%+0.4pp |
| Employer contribution / active EE | $4,131 | $3,256+26.9% | $5,011-17.6% | $2,471+67.2% |
| Participant deferral / active EE | $3,955 | $3,236+22.2% | $5,202-24.0% | $3,740+5.7% |
| Admin fee / account holder | $2,232 | $6,749-66.9% | $13,986-84.0% | $5,306-57.9% |