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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 | $80,480 | $98,776-18.5% | $149,745-46.3% | $79,856+0.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 30.90% | 27.38%+3.5pp | 276.72%-245.8pp | 31.71%-0.8pp |
| Employer contribution / active EE | $10,769 | $3,217+234.7% | $4,646+131.8% | $2,471+335.8% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $6,799 | $6,053+12.3% | $9,312-27.0% | $5,306+28.1% |