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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 | $68,731 | $100,125-31.4% | $81,482-15.6% | $145,978-52.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.5%+30.5pp | 80.3%+19.7pp |
| Annual return | 16.05% | 34.44%-18.4pp | 24.79%-8.7pp | 550.52%-534.5pp |
| Employer contribution / active EE | $28,955 | $2,977+872.5% | $2,463+1075.6% | $4,662+521.1% |
| Participant deferral / active EE | $4,667 | $4,609+1.2% | $3,885+20.1% | $6,690-30.2% |
| Admin fee / account holder | $8,886 | $8,198+8.4% | $5,761+54.2% | $13,400-33.7% |