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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 | $65,974 | $111,535-40.8% | $105,223-37.3% | $137,256-51.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 14.67% | 237.85%-223.2pp | 180.65%-166.0pp | 220.34%-205.7pp |
| Employer contribution / active EE | $7,114 | $3,939+80.6% | $3,689+92.9% | $4,156+71.2% |
| Participant deferral / active EE | $7,023 | $5,500+27.7% | $5,072+38.5% | $6,407+9.6% |
| Admin fee / account holder | $673 | $9,721-93.1% | $8,859-92.4% | $12,270-94.5% |