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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 | $61,941 | $104,694-40.8% | $85,709-27.7% | $167,536-63.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 14.10% | 21.45%-7.3pp | 21.49%-7.4pp | 478.82%-464.7pp |
| Employer contribution / active EE | $6,152 | $3,337+84.3% | $2,619+134.9% | $4,839+27.1% |
| Participant deferral / active EE | $14,957 | $4,826+209.9% | $3,924+281.2% | $6,342+135.8% |
| Admin fee / account holder | $580 | $10,035-94.2% | $6,876-91.6% | $12,315-95.3% |