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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 | $61,855 | $98,776-37.4% | $149,745-58.7% | $79,856-22.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 13.13% | 27.38%-14.2pp | 276.72%-263.6pp | 31.71%-18.6pp |
| Employer contribution / active EE | $6,209 | $3,217+93.0% | $4,646+33.6% | $2,471+151.2% |
| Participant deferral / active EE | $2,635 | $5,681-53.6% | $6,843-61.5% | $3,741-29.6% |
| Admin fee / account holder | $1,152 | $6,053-81.0% | $9,312-87.6% | $5,306-78.3% |