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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 | $66,159 | $65,961+0.3% | $180,320-63.3% | $94,015-29.6% |
| Participation rate | 100.0% | 61.3%+38.7pp | 71.5%+28.5pp | 70.8%+29.2pp |
| Annual return | 19.68% | 14.27%+5.4pp | 778.54%-758.9pp | 17.84%+1.8pp |
| Employer contribution / active EE | $2,809 | $1,737+61.7% | $4,108-31.6% | $2,790+0.7% |
| Participant deferral / active EE | $4,956 | $3,003+65.0% | $4,304+15.1% | $4,249+16.6% |
| Admin fee / account holder | $1,387 | $4,901-71.7% | $10,000-86.1% | $8,951-84.5% |