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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 | $64,624 | $78,682-17.9% | $109,188-40.8% | $85,851-24.7% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 18.40% | 25.09%-6.7pp | 25.76%-7.4pp | 318.63%-300.2pp |
| Employer contribution / active EE | $7,821 | $2,734+186.1% | $3,723+110.1% | $2,565+204.9% |
| Participant deferral / active EE | $9,861 | $3,468+184.4% | $4,654+111.9% | $3,952+149.5% |
| Admin fee / account holder | $2,087 | $5,470-61.8% | $6,755-69.1% | $6,261-66.7% |