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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 | $78,559 | $93,346-15.8% | $71,796+9.4% | $273,972-71.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 7.84% | 130.39%-122.5pp | 78.04%-70.2pp | 41.46%-33.6pp |
| Employer contribution / active EE | $7,650 | $2,733+179.9% | $1,924+297.5% | $4,869+57.1% |
| Participant deferral / active EE | $5,844 | $3,475+68.2% | $2,794+109.1% | $5,287+10.5% |
| Admin fee / account holder | $346 | $6,571-94.7% | $4,815-92.8% | $10,133-96.6% |