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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 | $70,344 | $96,562-27.2% | $80,976-13.1% | $273,965-74.3% |
| Participation rate | 83.3% | 79.1%+4.2pp | 75.8%+7.5pp | 83.0%+0.3pp |
| Annual return | 7.11% | 15.14%-8.0pp | 17.10%-10.0pp | 41.45%-34.3pp |
| Employer contribution / active EE | $6,667 | $4,868+36.9% | $3,714+79.5% | $4,869+36.9% |
| Participant deferral / active EE | $0 | $6,597-100.0% | $5,696-100.0% | $5,287-100.0% |
| Admin fee / account holder | $648 | $7,493-91.4% | $5,516-88.3% | $10,132-93.6% |