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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 | $71,712 | $83,337-13.9% | $67,834+5.7% | $273,972-73.8% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 10.55% | 259.45%-248.9pp | 138.47%-127.9pp | 41.46%-30.9pp |
| Employer contribution / active EE | $1,744 | $3,287-47.0% | $2,403-27.5% | $4,869-64.2% |
| Participant deferral / active EE | $6,516 | $4,088+59.4% | $3,160+106.2% | $5,287+23.2% |
| Admin fee / account holder | $985 | $6,752-85.4% | $4,622-78.7% | $10,133-90.3% |