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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 | $67,876 | $72,492-6.4% | $87,104-22.1% | $72,975-7.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 19.20% | 24.46%-5.3pp | 28.19%-9.0pp | 81.01%-61.8pp |
| Employer contribution / active EE | $6,928 | $1,894+265.8% | $2,521+174.8% | $2,440+183.9% |
| Participant deferral / active EE | $2,110 | $3,270-35.5% | $4,048-47.9% | $3,608-41.5% |
| Admin fee / account holder | $647 | $5,055-87.2% | $7,491-91.4% | $5,124-87.4% |