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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 | $25,690 | $90,486-71.6% | $78,676-67.3% | $273,972-90.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 12.27% | 75.62%-63.4pp | 62.19%-49.9pp | 41.46%-29.2pp |
| Employer contribution / active EE | $6,324 | $3,175+99.2% | $2,850+121.9% | $4,869+29.9% |
| Participant deferral / active EE | $5,308 | $3,901+36.1% | $3,517+50.9% | $5,287+0.4% |
| Admin fee / account holder | $1,075 | $5,263-79.6% | $4,510-76.2% | $10,133-89.4% |