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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 | $74,063 | $84,236-12.1% | $170,435-56.5% | $70,126+5.6% |
| Participation rate | 100.0% | 70.8%+29.2pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 15.70% | 23.06%-7.4pp | 205.94%-190.2pp | 73.15%-57.4pp |
| Employer contribution / active EE | $8,772 | $3,387+159.0% | $5,432+61.5% | $2,343+274.5% |
| Participant deferral / active EE | $5,653 | $3,086+83.2% | $4,939+14.5% | $3,332+69.7% |
| Admin fee / account holder | $1,930 | $5,698-66.1% | $13,881-86.1% | $4,645-58.5% |