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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 | $76,582 | $162,785-53.0% | $133,959-42.8% | $158,950-51.8% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 22.56% | 41.94%-19.4pp | 45.09%-22.5pp | 302.91%-280.4pp |
| Employer contribution / active EE | $8,259 | $4,975+66.0% | $3,919+110.8% | $4,762+73.4% |
| Participant deferral / active EE | $9,175 | $5,910+55.2% | $5,047+81.8% | $5,983+53.4% |
| Admin fee / account holder | $1,024 | $11,738-91.3% | $8,928-88.5% | $11,248-90.9% |