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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 | $71,072 | $51,202+38.8% | $70,548+0.7% | $75,181-5.5% |
| Participation rate | 100.0% | 61.0%+39.0pp | 68.3%+31.7pp | 67.2%+32.8pp |
| Annual return | 20.41% | 30.05%-9.6pp | 32.78%-12.4pp | 160.69%-140.3pp |
| Employer contribution / active EE | $9,620 | $1,827+426.6% | $2,975+223.4% | $2,671+260.2% |
| Participant deferral / active EE | $5,586 | $2,850+96.0% | $4,567+22.3% | $4,126+35.4% |
| Admin fee / account holder | $7,837 | $4,094+91.4% | $6,424+22.0% | $5,650+38.7% |