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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 | $76,293 | $97,125-21.4% | $86,233-11.5% | $137,256-44.4% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 15.95% | 74.19%-58.2pp | 61.39%-45.4pp | 220.34%-204.4pp |
| Employer contribution / active EE | $10,883 | $2,841+283.0% | $2,504+334.6% | $4,156+161.9% |
| Participant deferral / active EE | $7,207 | $5,180+39.1% | $4,559+58.1% | $6,407+12.5% |
| Admin fee / account holder | $363 | $9,725-96.3% | $8,342-95.7% | $12,270-97.0% |