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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 | $70,838 | $77,416-8.5% | $69,464+2.0% | $152,897-53.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | 19.24% | 39.08%-19.8pp | 28.98%-9.7pp | 345.43%-326.2pp |
| Employer contribution / active EE | $11,539 | $3,315+248.1% | $2,779+315.2% | $4,764+142.2% |
| Participant deferral / active EE | $6,176 | $4,413+39.9% | $3,536+74.7% | $5,851+5.6% |
| Admin fee / account holder | $1,388 | $6,208-77.6% | $3,840-63.9% | $11,599-88.0% |