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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 | $74,731 | $73,978+1.0% | $96,515-22.6% | $75,173-0.6% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 21.98% | 26.72%-4.7pp | 35.73%-13.8pp | 160.72%-138.7pp |
| Employer contribution / active EE | $8,105 | $2,931+176.6% | $3,740+116.7% | $2,671+203.5% |
| Participant deferral / active EE | $8,122 | $3,660+121.9% | $4,880+66.4% | $4,126+96.8% |
| Admin fee / account holder | $4,826 | $5,219-7.5% | $6,735-28.4% | $5,651-14.6% |