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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 | $75,992 | $81,476-6.7% | $102,383-25.8% | $80,925-6.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 13.61% | 25.59%-12.0pp | 24.94%-11.3pp | 35.65%-22.0pp |
| Employer contribution / active EE | $7,798 | $3,105+151.2% | $3,870+101.5% | $2,756+182.9% |
| Participant deferral / active EE | $7,407 | $3,871+91.4% | $5,060+46.4% | $4,299+72.3% |
| Admin fee / account holder | $666 | $6,717-90.1% | $8,391-92.1% | $6,940-90.4% |