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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 | $72,786 | $85,024-14.4% | $70,544+3.2% | $139,466-47.8% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.4%+31.6pp | 80.3%+19.7pp |
| Annual return | 15.13% | 30.39%-15.3pp | 32.79%-17.7pp | 373.66%-358.5pp |
| Employer contribution / active EE | $4,006 | $3,912+2.4% | $2,976+34.6% | $4,754-15.7% |
| Participant deferral / active EE | $9,917 | $5,891+68.3% | $4,568+117.1% | $6,712+47.7% |
| Admin fee / account holder | $4,224 | $8,928-52.7% | $6,427-34.3% | $11,409-63.0% |