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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 | $99,875-38.5% | $146,866-58.2% | $86,983-29.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 21.94% | 28.10%-6.2pp | 102.85%-80.9pp | 25.83%-3.9pp |
| Employer contribution / active EE | $5,833 | $3,224+80.9% | $4,425+31.8% | $2,584+125.7% |
| Participant deferral / active EE | $19,586 | $6,322+209.8% | $7,759+152.4% | $4,194+367.0% |
| Admin fee / account holder | $6,476 | $7,838-17.4% | $13,620-52.5% | $7,856-17.6% |