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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 | $68,527 | $117,829-41.8% | $102,423-33.1% | $145,877-53.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.07% | 31.83%-22.8pp | 29.42%-20.4pp | 551.28%-542.2pp |
| Employer contribution / active EE | $4,405 | $3,615+21.9% | $3,023+45.7% | $4,663-5.5% |
| Participant deferral / active EE | $10,416 | $5,732+81.7% | $5,054+106.1% | $6,691+55.7% |
| Admin fee / account holder | $9,707 | $13,335-27.2% | $9,455+2.7% | $13,402-27.6% |