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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 | $57,116 | $228,352-75.0% | $185,835-69.3% | $158,966-64.1% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 15.44% | 40.81%-25.4pp | 35.96%-20.5pp | 302.95%-287.5pp |
| Employer contribution / active EE | $10,576 | $4,967+112.9% | $4,087+158.7% | $4,762+122.1% |
| Participant deferral / active EE | $21,789 | $6,416+239.6% | $5,633+286.8% | $5,983+264.2% |
| Admin fee / account holder | $5,471 | $11,867-53.9% | $9,502-42.4% | $11,250-51.4% |