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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 | $50,229 | $99,875-49.7% | $146,866-65.8% | $86,983-42.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 20.51% | 28.10%-7.6pp | 102.85%-82.3pp | 25.83%-5.3pp |
| Employer contribution / active EE | $9,023 | $3,224+179.9% | $4,425+103.9% | $2,584+249.1% |
| Participant deferral / active EE | $11,366 | $6,322+79.8% | $7,759+46.5% | $4,194+171.0% |
| Admin fee / account holder | $3,705 | $7,838-52.7% | $13,620-72.8% | $7,856-52.8% |