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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 | $62,037 | $99,994-38.0% | $146,647-57.7% | $85,851-27.7% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 12.24% | 18.93%-6.7pp | 22.75%-10.5pp | 318.63%-306.4pp |
| Employer contribution / active EE | $4,374 | $2,559+70.9% | $4,137+5.7% | $2,565+70.5% |
| Participant deferral / active EE | $3,274 | $4,006-18.3% | $5,506-40.5% | $3,952-17.2% |
| Admin fee / account holder | $3,126 | $7,703-59.4% | $10,281-69.6% | $6,261-50.1% |