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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 | $73,335 | $45,079+62.7% | $69,461+5.6% | $72,983+0.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 14.80% | 22.65%-7.9pp | 28.97%-14.2pp | 81.01%-66.2pp |
| Employer contribution / active EE | $11,676 | $2,055+468.3% | $2,779+320.1% | $2,440+378.6% |
| Participant deferral / active EE | $2,344 | $2,603-9.9% | $3,536-33.7% | $3,608-35.0% |
| Admin fee / account holder | $17,884 | $3,056+485.3% | $3,840+365.8% | $5,124+249.0% |