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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 | $57,959 | $106,247-45.4% | $96,515-39.9% | $139,466-58.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.84% | 38.47%-22.6pp | 35.73%-19.9pp | 373.66%-357.8pp |
| Employer contribution / active EE | $10,638 | $4,106+159.1% | $3,740+184.5% | $4,754+123.8% |
| Participant deferral / active EE | $7,740 | $5,456+41.9% | $4,880+58.6% | $6,712+15.3% |
| Admin fee / account holder | $1,554 | $7,885-80.3% | $6,735-76.9% | $11,409-86.4% |