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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 | $69,770 | $65,367+6.7% | $92,915-24.9% | $72,976-4.4% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 24.33% | 42.11%-17.8pp | 109.45%-85.1pp | 81.02%-56.7pp |
| Employer contribution / active EE | $1,162 | $2,594-55.2% | $3,653-68.2% | $2,440-52.4% |
| Participant deferral / active EE | $8,365 | $3,128+167.4% | $4,238+97.4% | $3,608+131.9% |
| Admin fee / account holder | $15,319 | $4,251+260.3% | $5,796+164.3% | $5,124+199.0% |