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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 | $76,630 | $72,272+6.0% | $101,264-24.3% | $79,858-4.0% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 12.03% | 22.30%-10.3pp | 46.48%-34.5pp | 31.72%-19.7pp |
| Employer contribution / active EE | $9,880 | $2,692+267.1% | $3,660+170.0% | $2,471+299.9% |
| Participant deferral / active EE | $6,206 | $3,282+89.1% | $4,370+42.0% | $3,740+65.9% |
| Admin fee / account holder | $2,915 | $4,401-33.8% | $5,947-51.0% | $5,306-45.1% |