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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 | $76,231 | $99,380-23.3% | $90,312-15.6% | $155,188-50.9% |
| Participation rate | 100.0% | 77.3%+22.7pp | 72.9%+27.1pp | 80.8%+19.2pp |
| Annual return | 11.67% | 19.35%-7.7pp | 18.90%-7.2pp | 148.84%-137.2pp |
| Employer contribution / active EE | $7,116 | $2,390+197.8% | $2,243+217.3% | $4,248+67.5% |
| Participant deferral / active EE | $5,524 | $4,212+31.2% | $3,749+47.3% | $6,531-15.4% |
| Admin fee / account holder | $1,719 | $9,766-82.4% | $8,248-79.2% | $14,480-88.1% |