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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 | $65,748 | $85,171-22.8% | $172,753-61.9% | $72,976-9.9% |
| Participation rate | 100.0% | 70.1%+29.9pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 19.71% | 27.32%-7.6pp | 803.00%-783.3pp | 81.02%-61.3pp |
| Employer contribution / active EE | $12,244 | $3,324+268.3% | $5,144+138.0% | $2,440+401.8% |
| Participant deferral / active EE | $7,341 | $3,260+125.2% | $5,198+41.2% | $3,608+103.5% |
| Admin fee / account holder | $1,245 | $5,880-78.8% | $13,956-91.1% | $5,124-75.7% |