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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 | $53,073 | $110,278-51.9% | $95,740-44.6% | $139,466-61.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 10.58% | 27.19%-16.6pp | 28.41%-17.8pp | 373.66%-363.1pp |
| Employer contribution / active EE | $7,009 | $3,260+115.0% | $2,836+147.1% | $4,754+47.4% |
| Participant deferral / active EE | $2,337 | $4,674-50.0% | $4,244-44.9% | $6,712-65.2% |
| Admin fee / account holder | $618 | $6,613-90.7% | $5,676-89.1% | $11,409-94.6% |