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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 | $63,427 | $213,785-70.3% | $185,441-65.8% | $155,188-59.1% |
| Participation rate | 100.0% | 83.2%+16.8pp | 80.3%+19.7pp | 80.8%+19.2pp |
| Annual return | 15.89% | 19.97%-4.1pp | 20.16%-4.3pp | 148.84%-133.0pp |
| Employer contribution / active EE | $1,541 | $5,393-71.4% | $4,672-67.0% | $4,248-63.7% |
| Participant deferral / active EE | $12,523 | $6,864+82.4% | $6,152+103.6% | $6,531+91.7% |
| Admin fee / account holder | $7,574 | $21,134-64.2% | $17,890-57.7% | $14,480-47.7% |