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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 | $65,238 | $106,749-38.9% | $145,433-55.1% | $82,448-20.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 27.70% | 27.59%+0.1pp | 66.58%-38.9pp | 41.64%-13.9pp |
| Employer contribution / active EE | $7,435 | $3,444+115.8% | $4,554+63.2% | $2,551+191.4% |
| Participant deferral / active EE | $14,874 | $6,519+128.2% | $7,897+88.3% | $4,139+259.3% |
| Admin fee / account holder | $1,774 | $8,390-78.9% | $13,129-86.5% | $7,234-75.5% |