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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 | $87,166-12.6% | $76,735-0.8% | $137,256-44.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 22.19% | 26.50%-4.3pp | 29.77%-7.6pp | 220.34%-198.2pp |
| Employer contribution / active EE | $6,779 | $2,904+133.4% | $2,454+176.2% | $4,156+63.1% |
| Participant deferral / active EE | $15,321 | $4,726+224.2% | $4,088+274.8% | $6,407+139.1% |
| Admin fee / account holder | $5,866 | $8,403-30.2% | $7,189-18.4% | $12,270-52.2% |