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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 | $76,370 | $49,177+55.3% | $79,476-3.9% | $64,181+19.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.6%+30.4pp |
| Annual return | 13.76% | -1.16%+14.9pp | 718.21%-704.4pp | 7.63%+6.1pp |
| Employer contribution / active EE | $2,543 | $2,076+22.5% | $2,800-9.2% | $2,381+6.8% |
| Participant deferral / active EE | $2,543 | $2,821-9.9% | $3,704-31.3% | $3,470-26.7% |
| Admin fee / account holder | $7,390 | $3,839+92.5% | $5,113+44.5% | $4,887+51.2% |