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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 | $60,064 | $89,367-32.8% | $141,191-57.5% | $72,975-17.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 24.77% | 111.87%-87.1pp | 71.41%-46.6pp | 81.01%-56.2pp |
| Employer contribution / active EE | $4,348 | $3,115+39.6% | $4,736-8.2% | $2,440+78.2% |
| Participant deferral / active EE | $7,324 | $5,419+35.2% | $6,710+9.2% | $3,608+103.0% |
| Admin fee / account holder | $1,123 | $5,957-81.1% | $10,264-89.1% | $5,124-78.1% |