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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 | $82,552 | $55,902+47.7% | $76,030+8.6% | $80,959+2.0% |
| Participation rate | 100.0% | 62.1%+37.9pp | 69.1%+30.9pp | 67.7%+32.3pp |
| Annual return | 10.49% | 20.59%-10.1pp | 361.54%-351.0pp | 35.67%-25.2pp |
| Employer contribution / active EE | $8,691 | $1,867+365.6% | $2,688+223.4% | $2,757+215.2% |
| Participant deferral / active EE | $3,571 | $3,051+17.1% | $4,257-16.1% | $4,300-17.0% |
| Admin fee / account holder | $899 | $5,239-82.8% | $6,421-86.0% | $6,925-87.0% |