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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 | $59,991 | $110,278-45.6% | $95,740-37.3% | $139,466-57.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 22.87% | 27.19%-4.3pp | 28.41%-5.5pp | 373.66%-350.8pp |
| Employer contribution / active EE | $9,708 | $3,260+197.7% | $2,836+242.3% | $4,754+104.2% |
| Participant deferral / active EE | $14,253 | $4,674+204.9% | $4,244+235.8% | $6,712+112.3% |
| Admin fee / account holder | $1,207 | $6,613-81.7% | $5,676-78.7% | $11,409-89.4% |