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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 | $59,209 | $108,212-45.3% | $77,513-23.6% | $158,966-62.8% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 18.01% | 31.67%-13.7pp | 54.81%-36.8pp | 302.95%-284.9pp |
| Employer contribution / active EE | $8,985 | $1,325+578.2% | $987+810.7% | $4,762+88.7% |
| Participant deferral / active EE | $3,250 | $2,455+32.4% | $1,861+74.6% | $5,983-45.7% |
| Admin fee / account holder | $721 | $3,709-80.5% | $2,859-74.8% | $11,250-93.6% |