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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 | $67,686 | $73,988-8.5% | $96,538-29.9% | $75,177-10.0% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 13.24% | 26.73%-13.5pp | 35.74%-22.5pp | 160.75%-147.5pp |
| Employer contribution / active EE | $5,625 | $2,930+92.0% | $3,740+50.4% | $2,671+110.6% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $425 | $5,220-91.9% | $6,737-93.7% | $5,651-92.5% |