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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 | $66,893 | $111,814-40.2% | $103,378-35.3% | $145,978-54.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 17.87% | 24.80%-6.9pp | 24.91%-7.0pp | 550.52%-532.7pp |
| Employer contribution / active EE | $18,175 | $4,215+331.2% | $3,870+369.6% | $4,662+289.9% |
| Participant deferral / active EE | $4,773 | $5,618-15.0% | $5,058-5.6% | $6,690-28.7% |
| Admin fee / account holder | $1,703 | $9,764-82.6% | $8,401-79.7% | $13,400-87.3% |