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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 | $67,740 | $117,895-42.5% | $102,460-33.9% | $145,897-53.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 15.06% | 31.92%-16.9pp | 29.47%-14.4pp | 552.29%-537.2pp |
| Employer contribution / active EE | $25,170 | $3,619+595.5% | $3,025+732.0% | $4,663+439.8% |
| Participant deferral / active EE | $13,853 | $5,736+141.5% | $5,056+174.0% | $6,689+107.1% |
| Admin fee / account holder | $781 | $13,353-94.2% | $9,460-91.7% | $13,390-94.2% |