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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 | $60,788 | $75,962-20.0% | $154,108-60.6% | $64,173-5.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | 11.99% | 30.32%-18.3pp | 735.21%-723.2pp | 7.63%+4.4pp |
| Employer contribution / active EE | $6,613 | $3,350+97.4% | $5,298+24.8% | $2,381+177.8% |
| Participant deferral / active EE | $5,630 | $3,175+77.3% | $5,081+10.8% | $3,470+62.3% |
| Admin fee / account holder | $4,374 | $5,589-21.7% | $13,411-67.4% | $4,887-10.5% |