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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 | $67,917 | $118,488-42.7% | $98,462-31.0% | $139,487-51.3% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 10.33% | 18.96%-8.6pp | 21.17%-10.8pp | 373.84%-363.5pp |
| Employer contribution / active EE | $14,550 | $3,611+303.0% | $3,049+377.2% | $4,755+206.0% |
| Participant deferral / active EE | $20,800 | $5,393+285.7% | $4,738+339.0% | $6,713+209.9% |
| Admin fee / account holder | $563 | $13,868-95.9% | $8,875-93.7% | $11,407-95.1% |