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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 | $74,809 | $99,994-25.2% | $146,647-49.0% | $85,851-12.9% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 13.94% | 18.93%-5.0pp | 22.75%-8.8pp | 318.63%-304.7pp |
| Employer contribution / active EE | $2,750 | $2,559+7.4% | $4,137-33.5% | $2,565+7.2% |
| Participant deferral / active EE | $9,412 | $4,006+134.9% | $5,506+70.9% | $3,952+138.1% |
| Admin fee / account holder | $807 | $7,703-89.5% | $10,281-92.2% | $6,261-87.1% |