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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 | $67,145 | $102,609-34.6% | $98,090-31.5% | $138,895-51.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 42.39% | 36.44%+5.9pp | 37.05%+5.3pp | 145.39%-103.0pp |
| Employer contribution / active EE | $7,684 | $3,867+98.7% | $3,606+113.1% | $4,194+83.2% |
| Participant deferral / active EE | $16,133 | $8,167+97.5% | $7,845+105.6% | $6,396+152.2% |
| Admin fee / account holder | $5,526 | $11,434-51.7% | $11,815-53.2% | $12,562-56.0% |