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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 | $68,458 | $96,558-29.1% | $80,977-15.5% | $273,972-75.0% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 25.47% | 15.14%+10.3pp | 17.11%+8.4pp | 41.46%-16.0pp |
| Employer contribution / active EE | $19,415 | $4,869+298.8% | $3,715+422.7% | $4,869+298.8% |
| Participant deferral / active EE | $16,129 | $6,598+144.5% | $5,696+183.2% | $5,287+205.1% |
| Admin fee / account holder | $1,818 | $7,493-75.7% | $5,517-67.0% | $10,133-82.1% |