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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 | $69,055 | $105,198-34.4% | $159,455-56.7% | $85,856-19.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 15.90% | 45.08%-29.2pp | 263.63%-247.7pp | 318.58%-302.7pp |
| Employer contribution / active EE | $10,647 | $3,319+220.8% | $4,830+120.4% | $2,565+315.1% |
| Participant deferral / active EE | $6,572 | $5,946+10.5% | $7,353-10.6% | $3,952+66.3% |
| Admin fee / account holder | $509 | $6,934-92.7% | $10,800-95.3% | $6,261-91.9% |