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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 | $72,533 | $99,345-27.0% | $84,753-14.4% | $273,972-73.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 43.80% | 22.93%+20.9pp | 22.78%+21.0pp | 41.46%+2.3pp |
| Employer contribution / active EE | $7,784 | $4,214+84.7% | $3,574+117.8% | $4,869+59.9% |
| Participant deferral / active EE | $13,406 | $4,270+214.0% | $3,712+261.2% | $5,287+153.6% |
| Admin fee / account holder | $359 | $6,645-94.6% | $5,333-93.3% | $10,133-96.5% |