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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 | $76,151 | $123,000-38.1% | $105,582-27.9% | $198,609-61.7% |
| Participation rate | 100.0% | 76.8%+23.2pp | 71.8%+28.2pp | 82.4%+17.6pp |
| Annual return | 22.19% | 18.31%+3.9pp | 18.61%+3.6pp | 202.70%-180.5pp |
| Employer contribution / active EE | $6,779 | $3,582+89.2% | $2,984+127.2% | $5,055+34.1% |
| Participant deferral / active EE | $15,321 | $5,013+205.6% | $4,353+251.9% | $6,977+119.6% |
| Admin fee / account holder | $5,866 | $16,254-63.9% | $12,856-54.4% | $19,030-69.2% |