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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 | $59,576 | $97,125-38.7% | $86,233-30.9% | $137,256-56.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 22.69% | 74.19%-51.5pp | 61.39%-38.7pp | 220.34%-197.6pp |
| Employer contribution / active EE | $7,621 | $2,841+168.2% | $2,504+204.3% | $4,156+83.4% |
| Participant deferral / active EE | $12,546 | $5,180+142.2% | $4,559+175.2% | $6,407+95.8% |
| Admin fee / account holder | $1,352 | $9,725-86.1% | $8,342-83.8% | $12,270-89.0% |