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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 | $74,487 | $232,540-68.0% | $185,117-59.8% | $147,586-49.5% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 25.20% | 43.03%-17.8pp | 40.50%-15.3pp | 578.59%-553.4pp |
| Employer contribution / active EE | $1,754 | $5,195-66.2% | $4,182-58.0% | $4,876-64.0% |
| Participant deferral / active EE | $5,975 | $5,834+2.4% | $5,045+18.4% | $5,439+9.9% |
| Admin fee / account holder | $7,136 | $10,275-30.5% | $8,159-12.5% | $10,886-34.4% |