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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 | $55,233 | $127,387-56.6% | $115,038-52.0% | $125,389-56.0% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 1.58% | 31.28%-29.7pp | 26.14%-24.6pp | 282.24%-280.7pp |
| Employer contribution / active EE | $10,701 | $5,166+107.1% | $4,608+132.2% | $4,866+119.9% |
| Participant deferral / active EE | $10,327 | $6,423+60.8% | $6,026+71.4% | $5,352+93.0% |
| Admin fee / account holder | $14,028 | $9,516+47.4% | $8,175+71.6% | $9,541+47.0% |