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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 | $59,466 | $110,410-46.1% | $102,437-41.9% | $145,897-59.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.41% | 24.85%-11.4pp | 24.95%-11.5pp | 552.29%-538.9pp |
| Employer contribution / active EE | $18,370 | $4,217+335.6% | $3,871+374.6% | $4,663+294.0% |
| Participant deferral / active EE | $7,022 | $5,622+24.9% | $5,060+38.8% | $6,689+5.0% |
| Admin fee / account holder | $8,218 | $9,745-15.7% | $8,388-2.0% | $13,390-38.6% |