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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 | $70,664 | $49,791+41.9% | $78,210-9.6% | $70,126+0.8% |
| Participation rate | 100.0% | 62.3%+37.7pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | 14.15% | 20.75%-6.6pp | 40.90%-26.8pp | 73.15%-59.0pp |
| Employer contribution / active EE | $6,676 | $1,430+367.0% | $2,034+228.3% | $2,343+185.0% |
| Participant deferral / active EE | $5,914 | $2,150+175.0% | $2,823+109.5% | $3,332+77.5% |
| Admin fee / account holder | $5,660 | $3,181+77.9% | $3,758+50.6% | $4,645+21.8% |