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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 | $75,750 | $110,307-31.3% | $96,576-21.6% | $139,456-45.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 36.14% | 26.40%+9.7pp | 25.87%+10.3pp | 373.45%-337.3pp |
| Employer contribution / active EE | $6,615 | $3,619+82.8% | $2,965+123.1% | $4,753+39.2% |
| Participant deferral / active EE | $16,043 | $5,547+189.2% | $4,851+230.7% | $6,711+139.0% |
| Admin fee / account holder | $1,072 | $11,597-90.8% | $8,253-87.0% | $11,407-90.6% |