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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 | $67,891 | $75,058-9.5% | $152,301-55.4% | $64,340+5.5% |
| Participation rate | 100.0% | 60.9%+39.1pp | 82.4%+17.6pp | 55.2%+44.8pp |
| Annual return | 29.91% | 29.93%0pp | 80.50%-50.6pp | 24.14%+5.8pp |
| Employer contribution / active EE | $5,918 | $2,605+127.2% | $4,624+28.0% | $1,862+217.9% |
| Participant deferral / active EE | $8,380 | $5,041+66.2% | $8,004+4.7% | $2,980+181.2% |
| Admin fee / account holder | $7,378 | $4,050+82.2% | $14,398-48.8% | $3,703+99.3% |