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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 | $72,749 | $65,961+10.3% | $180,320-59.7% | $94,015-22.6% |
| Participation rate | 100.0% | 61.3%+38.7pp | 71.5%+28.5pp | 70.8%+29.2pp |
| Annual return | 15.93% | 14.27%+1.7pp | 778.54%-762.6pp | 17.84%-1.9pp |
| Employer contribution / active EE | $3,243 | $1,737+86.6% | $4,108-21.1% | $2,790+16.2% |
| Participant deferral / active EE | $4,083 | $3,003+36.0% | $4,304-5.1% | $4,249-3.9% |
| Admin fee / account holder | $1,733 | $4,901-64.6% | $10,000-82.7% | $8,951-80.6% |