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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 | $75,846 | $99,875-24.1% | $146,866-48.4% | $86,983-12.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 19.80% | 28.10%-8.3pp | 102.85%-83.0pp | 25.83%-6.0pp |
| Employer contribution / active EE | $5,258 | $3,224+63.1% | $4,425+18.8% | $2,584+103.5% |
| Participant deferral / active EE | $10,065 | $6,322+59.2% | $7,759+29.7% | $4,194+140.0% |
| Admin fee / account holder | $4,831 | $7,838-38.4% | $13,620-64.5% | $7,856-38.5% |