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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 | $81,457-6.7% | $103,378-26.5% | $80,911-6.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 13.61% | 25.58%-12.0pp | 24.91%-11.3pp | 35.63%-22.0pp |
| Employer contribution / active EE | $7,798 | $3,107+151.0% | $3,870+101.5% | $2,756+183.0% |
| Participant deferral / active EE | $7,407 | $3,871+91.4% | $5,058+46.5% | $4,297+72.4% |
| Admin fee / account holder | $666 | $6,717-90.1% | $8,401-92.1% | $6,935-90.4% |