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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 | $17,462 | $41,377-57.8% | $109,313-84.0% | $62,881-72.2% |
| Participation rate | 100.0% | 57.5%+42.5pp | 71.3%+28.7pp | 69.3%+30.7pp |
| Annual return | 91.29% | 11.05%+80.2pp | 22.07%+69.2pp | 20.14%+71.1pp |
| Employer contribution / active EE | $4,072 | $1,276+219.1% | $3,892+4.6% | $2,281+78.5% |
| Participant deferral / active EE | $4,866 | $2,045+137.9% | $3,166+53.7% | $3,203+51.9% |
| Admin fee / account holder | $1,574 | $2,884-45.4% | $5,666-72.2% | $4,296-63.4% |