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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 | $72,027 | $81,664-11.8% | $70,476+2.2% | $158,966-54.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 13.52% | 208.59%-195.1pp | 109.12%-95.6pp | 302.95%-289.4pp |
| Employer contribution / active EE | $6,574 | $3,219+104.2% | $2,738+140.1% | $4,762+38.0% |
| Participant deferral / active EE | $1,652 | $4,556-63.7% | $3,710-55.5% | $5,983-72.4% |
| Admin fee / account holder | $1,274 | $6,197-79.4% | $3,847-66.9% | $11,250-88.7% |