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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 | $71,326 | $91,037-21.7% | $71,671-0.5% | $147,586-51.7% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 19.02% | 20.48%-1.5pp | 20.65%-1.6pp | 578.59%-559.6pp |
| Employer contribution / active EE | $5,183 | $3,327+55.8% | $2,460+110.7% | $4,876+6.3% |
| Participant deferral / active EE | $11,389 | $4,498+153.2% | $3,438+231.3% | $5,439+109.4% |
| Admin fee / account holder | $4,164 | $8,613-51.7% | $5,558-25.1% | $10,886-61.8% |