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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 | $60,070 | $106,280-43.5% | $96,538-37.8% | $139,487-56.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.61% | 38.48%-22.9pp | 35.74%-20.1pp | 373.84%-358.2pp |
| Employer contribution / active EE | $15,197 | $4,107+270.0% | $3,740+306.3% | $4,755+219.6% |
| Participant deferral / active EE | $10,439 | $5,457+91.3% | $4,880+113.9% | $6,713+55.5% |
| Admin fee / account holder | $1,749 | $7,888-77.8% | $6,737-74.0% | $11,407-84.7% |