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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 | $69,470 | $99,875-30.4% | $146,866-52.7% | $86,983-20.1% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 21.47% | 28.10%-6.6pp | 102.85%-81.4pp | 25.83%-4.4pp |
| Employer contribution / active EE | $4,650 | $3,224+44.2% | $4,425+5.1% | $2,584+79.9% |
| Participant deferral / active EE | $14,829 | $6,322+134.5% | $7,759+91.1% | $4,194+253.6% |
| Admin fee / account holder | $471 | $7,838-94.0% | $13,620-96.5% | $7,856-94.0% |