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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 | $71,115 | $87,166-18.4% | $76,735-7.3% | $137,256-48.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 16.45% | 26.50%-10.0pp | 29.77%-13.3pp | 220.34%-203.9pp |
| Employer contribution / active EE | $15,370 | $2,904+429.2% | $2,454+526.3% | $4,156+269.8% |
| Participant deferral / active EE | $8,209 | $4,726+73.7% | $4,088+100.8% | $6,407+28.1% |
| Admin fee / account holder | $2,219 | $8,403-73.6% | $7,189-69.1% | $12,270-81.9% |