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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 | $61,416 | $106,864-42.5% | $147,318-58.3% | $82,637-25.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 21.94% | 27.49%-5.6pp | 70.43%-48.5pp | 53.51%-31.6pp |
| Employer contribution / active EE | $5,833 | $3,417+70.7% | $4,593+27.0% | $2,552+128.6% |
| Participant deferral / active EE | $19,586 | $6,496+201.5% | $7,906+147.7% | $4,126+374.7% |
| Admin fee / account holder | $6,476 | $8,415-23.0% | $13,708-52.8% | $7,339-11.8% |