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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 | $69,342 | $45,050+53.9% | $63,018+10.0% | $70,126-1.1% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 17.53% | 18.76%-1.2pp | 87.62%-70.1pp | 73.15%-55.6pp |
| Employer contribution / active EE | $10,815 | $2,052+427.1% | $2,761+291.7% | $2,343+361.7% |
| Participant deferral / active EE | $6,939 | $2,466+181.4% | $3,330+108.4% | $3,332+108.3% |
| Admin fee / account holder | $1,558 | $2,834-45.0% | $3,601-56.7% | $4,645-66.5% |