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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 | $60,717 | $102,638-40.8% | $81,991-25.9% | $158,966-61.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 12.75% | 61.05%-48.3pp | 41.31%-28.6pp | 302.95%-290.2pp |
| Employer contribution / active EE | $5,371 | $3,241+65.7% | $2,498+115.0% | $4,762+12.8% |
| Participant deferral / active EE | $1,986 | $4,649-57.3% | $3,722-46.6% | $5,983-66.8% |
| Admin fee / account holder | $1,012 | $8,237-87.7% | $5,665-82.1% | $11,250-91.0% |