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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 | $66,326 | $59,440+11.6% | $78,004-15.0% | $82,637-19.7% |
| Participation rate | 100.0% | 62.8%+37.2pp | 69.4%+30.6pp | 68.1%+31.9pp |
| Annual return | 14.44% | 40.24%-25.8pp | 31.07%-16.6pp | 53.51%-39.1pp |
| Employer contribution / active EE | $2,594 | $1,750+48.2% | $2,469+5.1% | $2,552+1.7% |
| Participant deferral / active EE | $4,879 | $3,138+55.5% | $4,092+19.2% | $4,126+18.2% |
| Admin fee / account holder | $1,821 | $5,504-66.9% | $7,578-76.0% | $7,339-75.2% |