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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 | $70,941 | $124,980-43.2% | $108,359-34.5% | $154,746-54.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 9.72% | 45.00%-35.3pp | 36.89%-27.2pp | 172.34%-162.6pp |
| Employer contribution / active EE | $2,310 | $2,851-19.0% | $2,399-3.7% | $4,379-47.3% |
| Participant deferral / active EE | $11,264 | $4,743+137.5% | $4,137+172.3% | $6,730+67.4% |
| Admin fee / account holder | $167,250 | $11,502+1354.1% | $9,741+1617.0% | $14,365+1064.3% |