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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 | $68,019 | $52,911+28.6% | $73,309-7.2% | $59,633+14.1% |
| Participation rate | 100.0% | 68.2%+31.8pp | 74.9%+25.1pp | 68.7%+31.3pp |
| Annual return | 6.74% | 12.20%-5.5pp | 5.67%+1.1pp | 2041.40%-2034.7pp |
| Employer contribution / active EE | $765 | $1,909-59.9% | $3,237-76.4% | $2,203-65.3% |
| Participant deferral / active EE | $10,873 | $4,069+167.2% | $4,991+117.9% | $3,192+240.7% |
| Admin fee / account holder | $1,642 | $3,835-57.2% | $5,635-70.9% | $4,297-61.8% |