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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 | $72,000 | $201,370-64.2% | $184,256-60.9% | $145,897-50.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.94% | 29.05%-13.1pp | 28.85%-12.9pp | 552.29%-536.3pp |
| Employer contribution / active EE | $4,132 | $7,024-41.2% | $6,427-35.7% | $4,663-11.4% |
| Participant deferral / active EE | $8,592 | $9,808-12.4% | $9,133-5.9% | $6,689+28.4% |
| Admin fee / account holder | $906 | $16,364-94.5% | $13,899-93.5% | $13,390-93.2% |