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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 | $106,864-36.7% | $147,318-54.1% | $82,637-18.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 15.79% | 27.49%-11.7pp | 70.43%-54.6pp | 53.51%-37.7pp |
| Employer contribution / active EE | $5,502 | $3,417+61.0% | $4,593+19.8% | $2,552+115.6% |
| Participant deferral / active EE | $9,157 | $6,496+41.0% | $7,906+15.8% | $4,126+121.9% |
| Admin fee / account holder | $527 | $8,415-93.7% | $13,708-96.2% | $7,339-92.8% |