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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 | $76,637 | $48,364+58.5% | $71,796+6.7% | $62,881+21.9% |
| Participation rate | 100.0% | 60.6%+39.4pp | 69.1%+30.9pp | 69.3%+30.7pp |
| Annual return | 6.23% | 13.16%-6.9pp | 78.04%-71.8pp | 20.14%-13.9pp |
| Employer contribution / active EE | $4,477 | $1,042+329.7% | $1,924+132.6% | $2,281+96.3% |
| Participant deferral / active EE | $4,334 | $2,091+107.2% | $2,794+55.1% | $3,203+35.3% |
| Admin fee / account holder | $777 | $3,771-79.4% | $4,815-83.9% | $4,296-81.9% |