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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 | $27,524 | $123,155-77.7% | $108,753-74.7% | $155,188-82.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 71.1%+28.9pp | 80.8%+19.2pp |
| Annual return | 11.35% | 44.73%-33.4pp | 37.47%-26.1pp | 148.84%-137.5pp |
| Employer contribution / active EE | $5,226 | $2,811+85.9% | $2,427+115.4% | $4,248+23.0% |
| Participant deferral / active EE | $7,984 | $4,623+72.7% | $4,115+94.0% | $6,531+22.2% |
| Admin fee / account holder | $26,316 | $12,126+117.0% | $10,320+155.0% | $14,480+81.7% |