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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 | $53,982 | $89,364-39.6% | $141,177-61.8% | $72,983-26.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 110.25% | 111.86%-1.6pp | 71.40%+38.8pp | 81.01%+29.2pp |
| Employer contribution / active EE | $12,075 | $3,115+287.7% | $4,736+155.0% | $2,440+394.9% |
| Participant deferral / active EE | $12,600 | $5,419+132.5% | $6,710+87.8% | $3,608+249.3% |
| Admin fee / account holder | $1,666 | $5,959-72.0% | $10,263-83.8% | $5,124-67.5% |