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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 | $38,264 | $106,864-64.2% | $147,318-74.0% | $82,637-53.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 20.64% | 27.49%-6.9pp | 70.43%-49.8pp | 53.51%-32.9pp |
| Employer contribution / active EE | $8,675 | $3,417+153.9% | $4,593+88.9% | $2,552+239.9% |
| Participant deferral / active EE | $16,957 | $6,496+161.1% | $7,906+114.5% | $4,126+311.0% |
| Admin fee / account holder | $11,868 | $8,415+41.0% | $13,708-13.4% | $7,339+61.7% |