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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 | $75,743 | $73,955+2.4% | $96,520-21.5% | $75,181+0.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 30.50% | 26.72%+3.8pp | 35.72%-5.2pp | 160.69%-130.2pp |
| Employer contribution / active EE | $14,107 | $2,930+381.5% | $3,739+277.3% | $2,671+428.3% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,879-100.0% | $4,126-100.0% |
| Admin fee / account holder | $2,152 | $5,217-58.8% | $6,733-68.0% | $5,650-61.9% |