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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 | $75,073 | $172,111-56.4% | $150,298-50.1% | $137,256-45.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 16.19% | 69.37%-53.2pp | 62.79%-46.6pp | 220.34%-204.1pp |
| Employer contribution / active EE | $4,970 | $4,636+7.2% | $4,154+19.6% | $4,156+19.6% |
| Participant deferral / active EE | $12,405 | $6,166+101.2% | $5,453+127.5% | $6,407+93.6% |
| Admin fee / account holder | $6,940 | $16,471-57.9% | $14,116-50.8% | $12,270-43.4% |