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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 | $76,898 | $99,875-23.0% | $146,866-47.6% | $86,983-11.6% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 21.83% | 28.10%-6.3pp | 102.85%-81.0pp | 25.83%-4.0pp |
| Employer contribution / active EE | $5,427 | $3,224+68.3% | $4,425+22.7% | $2,584+110.0% |
| Participant deferral / active EE | $13,231 | $6,322+109.3% | $7,759+70.5% | $4,194+215.5% |
| Admin fee / account holder | $2,284 | $7,838-70.9% | $13,620-83.2% | $7,856-70.9% |