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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 | $57,410 | $149,679-61.6% | $117,039-50.9% | $147,585-61.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 17.53% | 19.31%-1.8pp | 18.95%-1.4pp | 578.58%-561.1pp |
| Employer contribution / active EE | $7,089 | $4,937+43.6% | $3,785+87.3% | $4,876+45.4% |
| Participant deferral / active EE | $16,000 | $4,912+225.7% | $3,929+307.2% | $5,439+194.2% |
| Admin fee / account holder | $580 | $7,856-92.6% | $5,974-90.3% | $10,886-94.7% |