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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 | $68,782 | $80,781-14.9% | $102,437-32.9% | $74,478-7.6% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 20.03% | 27.58%-7.5pp | 24.95%-4.9pp | 1370.56%-1350.5pp |
| Employer contribution / active EE | $9,255 | $3,160+192.9% | $3,871+139.1% | $2,626+252.4% |
| Participant deferral / active EE | $7,216 | $3,862+86.8% | $5,060+42.6% | $4,350+65.9% |
| Admin fee / account holder | $2,374 | $2,372+0.1% | $8,388-71.7% | $1,946+22.0% |