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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 | $59,999 | $98,776-39.3% | $149,745-59.9% | $79,856-24.9% |
| Participation rate | 97.5% | 75.8%+21.7pp | 82.5%+15.0pp | 69.6%+27.9pp |
| Annual return | 21.94% | 27.38%-5.4pp | 276.72%-254.8pp | 31.71%-9.8pp |
| Employer contribution / active EE | $10,551 | $3,217+228.0% | $4,646+127.1% | $2,471+327.0% |
| Participant deferral / active EE | $8,042 | $5,681+41.5% | $6,843+17.5% | $3,741+115.0% |
| Admin fee / account holder | $1,015 | $6,053-83.2% | $9,312-89.1% | $5,306-80.9% |