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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 | $57,611 | $135,956-57.6% | $123,894-53.5% | $273,972-79.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 16.67% | 56.63%-40.0pp | 47.52%-30.8pp | 41.46%-24.8pp |
| Employer contribution / active EE | $16,159 | $5,170+212.6% | $4,617+250.0% | $4,869+231.9% |
| Participant deferral / active EE | $14,812 | $6,343+133.5% | $5,984+147.5% | $5,287+180.1% |
| Admin fee / account holder | $2,053 | $9,817-79.1% | $8,357-75.4% | $10,133-79.7% |