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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 | $71,274 | $117,904-39.5% | $102,457-30.4% | $145,978-51.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 12.46% | 31.80%-19.3pp | 29.41%-16.9pp | 550.52%-538.1pp |
| Employer contribution / active EE | $8,971 | $3,613+148.3% | $3,022+196.8% | $4,662+92.4% |
| Participant deferral / active EE | $12,532 | $5,733+118.6% | $5,054+147.9% | $6,690+87.3% |
| Admin fee / account holder | $1,580 | $13,329-88.1% | $9,451-83.3% | $13,400-88.2% |