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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 | $71,413 | $117,859-39.4% | $102,438-30.3% | $145,959-51.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 14.47% | 31.72%-17.3pp | 29.37%-14.9pp | 561.95%-547.5pp |
| Employer contribution / active EE | $3,431 | $3,615-5.1% | $3,024+13.5% | $4,661-26.4% |
| Participant deferral / active EE | $8,055 | $5,732+40.5% | $5,054+59.4% | $6,689+20.4% |
| Admin fee / account holder | $906 | $13,318-93.2% | $9,448-90.4% | $13,398-93.2% |