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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 | $71,080 | $80,983-12.2% | $96,544-26.4% | $75,177-5.5% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 12.79% | 27.05%-14.3pp | 25.88%-13.1pp | 160.75%-148.0pp |
| Employer contribution / active EE | $6,636 | $2,282+190.7% | $2,966+123.7% | $2,671+148.4% |
| Participant deferral / active EE | $7,602 | $3,929+93.5% | $4,851+56.7% | $4,126+84.2% |
| Admin fee / account holder | $24,550 | $6,717+265.5% | $8,254+197.4% | $5,651+334.4% |