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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 | $74,058 | $97,125-23.8% | $86,233-14.1% | $137,256-46.0% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 19.17% | 74.19%-55.0pp | 61.39%-42.2pp | 220.34%-201.2pp |
| Employer contribution / active EE | $9,345 | $2,841+228.9% | $2,504+273.2% | $4,156+124.9% |
| Participant deferral / active EE | $6,573 | $5,180+26.9% | $4,559+44.2% | $6,407+2.6% |
| Admin fee / account holder | $602 | $9,725-93.8% | $8,342-92.8% | $12,270-95.1% |