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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 | $74,935 | $93,598-19.9% | $135,974-44.9% | $75,173-0.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 16.36% | 30.89%-14.5pp | 68.30%-51.9pp | 160.72%-144.4pp |
| Employer contribution / active EE | $10,542 | $3,538+198.0% | $4,859+117.0% | $2,671+294.7% |
| Participant deferral / active EE | $11,032 | $6,405+72.2% | $7,760+42.2% | $4,126+167.4% |
| Admin fee / account holder | $23,178 | $6,978+232.2% | $10,767+115.3% | $5,651+310.2% |