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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 | $60,604 | $90,509-33.0% | $78,693-23.0% | $273,968-77.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 9.46% | 75.61%-66.2pp | 62.18%-52.7pp | 41.45%-32.0pp |
| Employer contribution / active EE | $11,895 | $3,175+274.7% | $2,850+317.4% | $4,869+144.3% |
| Participant deferral / active EE | $6,621 | $3,901+69.7% | $3,517+88.2% | $5,287+25.2% |
| Admin fee / account holder | $472 | $5,264-91.0% | $4,511-89.5% | $10,132-95.3% |