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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 | $71,976 | $84,236-14.6% | $170,435-57.8% | $70,126+2.6% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 18.76% | 23.06%-4.3pp | 205.94%-187.2pp | 73.15%-54.4pp |
| Employer contribution / active EE | $3,997 | $3,387+18.0% | $5,432-26.4% | $2,343+70.6% |
| Participant deferral / active EE | $3,310 | $3,086+7.3% | $4,939-33.0% | $3,332-0.7% |
| Admin fee / account holder | $400 | $5,698-93.0% | $13,881-97.1% | $4,645-91.4% |