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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 | $67,690 | $99,875-32.2% | $146,866-53.9% | $86,983-22.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 15.79% | 28.10%-12.3pp | 102.85%-87.1pp | 25.83%-10.0pp |
| Employer contribution / active EE | $5,502 | $3,224+70.6% | $4,425+24.3% | $2,584+112.9% |
| Participant deferral / active EE | $9,157 | $6,322+44.8% | $7,759+18.0% | $4,194+118.4% |
| Admin fee / account holder | $527 | $7,838-93.3% | $13,620-96.1% | $7,856-93.3% |