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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 | $61,474 | $124,980-50.8% | $108,359-43.3% | $154,746-60.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 14.78% | 45.00%-30.2pp | 36.89%-22.1pp | 172.34%-157.6pp |
| Employer contribution / active EE | $5,041 | $2,851+76.8% | $2,399+110.1% | $4,379+15.1% |
| Participant deferral / active EE | $0 | $4,743-100.0% | $4,137-100.0% | $6,730-100.0% |
| Admin fee / account holder | $789 | $11,502-93.1% | $9,741-91.9% | $14,365-94.5% |