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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 | $69,527 | $162,821-57.3% | $133,978-48.1% | $158,982-56.3% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 10.75% | 41.95%-31.2pp | 45.10%-34.3pp | 302.99%-292.2pp |
| Employer contribution / active EE | $3,405 | $4,976-31.6% | $3,919-13.1% | $4,763-28.5% |
| Participant deferral / active EE | $6,191 | $5,910+4.7% | $5,047+22.7% | $5,983+3.5% |
| Admin fee / account holder | $544 | $11,742-95.4% | $8,930-93.9% | $11,252-95.2% |