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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 | $73,099 | $70,418+3.8% | $96,570-24.3% | $85,847-14.8% |
| Participation rate | 100.0% | 61.8%+38.2pp | 69.8%+30.2pp | 69.3%+30.7pp |
| Annual return | 11.99% | 18.59%-6.6pp | 37.79%-25.8pp | 318.61%-306.6pp |
| Employer contribution / active EE | $2,778 | $1,413+96.6% | $2,357+17.8% | $2,565+8.3% |
| Participant deferral / active EE | $5,189 | $2,894+79.3% | $3,849+34.8% | $3,952+31.3% |
| Admin fee / account holder | $340 | $4,995-93.2% | $6,182-94.5% | $6,261-94.6% |