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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 | $74,773 | $57,119+30.9% | $85,187-12.2% | $80,935-7.6% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.7%+32.3pp |
| Annual return | 13.64% | 21.70%-8.1pp | 66.67%-53.0pp | 35.66%-22.0pp |
| Employer contribution / active EE | $4,102 | $1,802+127.7% | $2,732+50.1% | $2,757+48.8% |
| Participant deferral / active EE | $6,463 | $3,115+107.5% | $4,525+42.8% | $4,299+50.3% |
| Admin fee / account holder | $631 | $4,990-87.4% | $6,162-89.8% | $6,924-90.9% |