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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 | $68,443 | $49,255+39.0% | $70,494-2.9% | $79,856-14.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 11.18% | 30.10%-18.9pp | 109.16%-98.0pp | 31.71%-20.5pp |
| Employer contribution / active EE | $2,195 | $2,100+4.5% | $2,738-19.8% | $2,471-11.2% |
| Participant deferral / active EE | $2,711 | $2,768-2.1% | $3,711-26.9% | $3,741-27.5% |
| Admin fee / account holder | $1,197 | $2,879-58.4% | $3,848-68.9% | $5,306-77.4% |