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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 | $60,728 | $115,917-47.6% | $100,535-39.6% | $158,982-61.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 79.4%+20.6pp | 82.0%+18.0pp |
| Annual return | 18.92% | 34.80%-15.9pp | 30.90%-12.0pp | 302.99%-284.1pp |
| Employer contribution / active EE | $7,512 | $4,105+83.0% | $3,419+119.7% | $4,763+57.7% |
| Participant deferral / active EE | $18,692 | $6,677+180.0% | $6,271+198.1% | $5,983+212.4% |
| Admin fee / account holder | $4,600 | $11,002-58.2% | $8,085-43.1% | $11,252-59.1% |