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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 | $62,659 | $76,551-18.1% | $123,894-49.4% | $62,881-0.4% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 8.68% | 18.68%-10.0pp | 47.52%-38.8pp | 20.14%-11.5pp |
| Employer contribution / active EE | $13,518 | $2,882+369.0% | $4,617+192.8% | $2,281+492.6% |
| Participant deferral / active EE | $14,400 | $4,840+197.5% | $5,984+140.6% | $3,203+349.6% |
| Admin fee / account holder | $3,552 | $4,826-26.4% | $8,357-57.5% | $4,296-17.3% |