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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 | $29,522 | $85,060-65.3% | $70,565-58.2% | $139,487-78.8% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 20.31% | 30.39%-10.1pp | 32.79%-12.5pp | 373.84%-353.5pp |
| Employer contribution / active EE | $8,873 | $3,912+126.8% | $2,976+198.2% | $4,755+86.6% |
| Participant deferral / active EE | $6,854 | $5,891+16.3% | $4,568+50.0% | $6,713+2.1% |
| Admin fee / account holder | $1,225 | $8,932-86.3% | $6,430-80.9% | $11,407-89.3% |