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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 | $74,000 | $199,109-62.8% | $173,730-57.4% | $154,746-52.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 11.95% | 20.02%-8.1pp | 19.96%-8.0pp | 172.34%-160.4pp |
| Employer contribution / active EE | $16,646 | $5,311+213.4% | $4,577+263.6% | $4,379+280.1% |
| Participant deferral / active EE | $6,260 | $7,113-12.0% | $6,326-1.0% | $6,730-7.0% |
| Admin fee / account holder | $5,657 | $20,916-73.0% | $17,523-67.7% | $14,365-60.6% |