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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 | $66,873 | $69,590-3.9% | $136,867-51.1% | $94,015-28.9% |
| Participation rate | 100.0% | 66.3%+33.7pp | 74.5%+25.5pp | 70.8%+29.2pp |
| Annual return | 20.73% | 19.62%+1.1pp | 42.97%-22.2pp | 17.84%+2.9pp |
| Employer contribution / active EE | $4,224 | $2,396+76.3% | $3,547+19.1% | $2,790+51.4% |
| Participant deferral / active EE | $5,091 | $3,437+48.1% | $4,924+3.4% | $4,249+19.8% |
| Admin fee / account holder | $1,541 | $8,912-82.7% | $10,340-85.1% | $8,951-82.8% |