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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 | $74,811 | $77,638-3.6% | $156,551-52.2% | $62,881+19.0% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 5.85% | 50.33%-44.5pp | 32.23%-26.4pp | 20.14%-14.3pp |
| Employer contribution / active EE | $1,649 | $3,444-52.1% | $5,501-70.0% | $2,281-27.7% |
| Participant deferral / active EE | $6,577 | $3,046+115.9% | $4,871+35.0% | $3,203+105.3% |
| Admin fee / account holder | $1,854 | $5,561-66.7% | $13,028-85.8% | $4,296-56.8% |