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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 | $49,787 | $101,618-51.0% | $93,063-46.5% | $137,256-63.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 72.1%+27.9pp | 80.0%+20.0pp |
| Annual return | 16.15% | 223.95%-207.8pp | 34.15%-18.0pp | 220.34%-204.2pp |
| Employer contribution / active EE | $13,769 | $2,707+408.6% | $2,476+456.1% | $4,156+231.3% |
| Participant deferral / active EE | $4,983 | $4,279+16.5% | $3,958+25.9% | $6,407-22.2% |
| Admin fee / account holder | $1,266 | $6,198-79.6% | $6,033-79.0% | $12,270-89.7% |