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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 | $62,924 | $106,749-41.1% | $145,433-56.7% | $82,448-23.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 16.75% | 27.59%-10.8pp | 66.58%-49.8pp | 41.64%-24.9pp |
| Employer contribution / active EE | $7,684 | $3,444+123.1% | $4,554+68.7% | $2,551+201.2% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $7,897-100.0% | $4,139-100.0% |
| Admin fee / account holder | $784 | $8,390-90.7% | $13,129-94.0% | $7,234-89.2% |