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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 | $63,408 | $106,267-40.3% | $96,520-34.3% | $139,456-54.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 20.18% | 38.45%-18.3pp | 35.72%-15.5pp | 373.45%-353.3pp |
| Employer contribution / active EE | $11,939 | $4,105+190.8% | $3,739+219.3% | $4,753+151.2% |
| Participant deferral / active EE | $9,442 | $5,454+73.1% | $4,879+93.5% | $6,711+40.7% |
| Admin fee / account holder | $539 | $7,882-93.2% | $6,733-92.0% | $11,407-95.3% |