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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 | $73,963 | $122,962-39.8% | $71,585+3.3% | $138,895-46.7% |
| Participation rate | 100.0% | 68.9%+31.1pp | 68.2%+31.8pp | 79.9%+20.1pp |
| Annual return | 17.46% | 37.84%-20.4pp | 59.26%-41.8pp | 145.39%-127.9pp |
| Employer contribution / active EE | $2,992 | $2,620+14.2% | $1,669+79.3% | $4,194-28.7% |
| Participant deferral / active EE | $11,775 | $4,311+173.1% | $2,923+302.8% | $6,396+84.1% |
| Admin fee / account holder | $5,671 | $6,488-12.6% | $4,712+20.4% | $12,562-54.9% |