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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 | $61,925 | $227,597-72.8% | $189,575-67.3% | $167,536-63.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 17.81% | 78.44%-60.6pp | 64.19%-46.4pp | 478.82%-461.0pp |
| Employer contribution / active EE | $6,106 | $5,316+14.9% | $4,412+38.4% | $4,839+26.2% |
| Participant deferral / active EE | $15,474 | $7,002+121.0% | $6,174+150.6% | $6,342+144.0% |
| Admin fee / account holder | $3,837 | $11,877-67.7% | $9,806-60.9% | $12,315-68.8% |