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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 | $56,385 | $56,063+0.6% | $76,051-25.9% | $80,911-30.3% |
| Participation rate | 100.0% | 62.0%+38.0pp | 69.1%+30.9pp | 67.6%+32.4pp |
| Annual return | 26.97% | 20.54%+6.4pp | 360.42%-333.4pp | 35.63%-8.7pp |
| Employer contribution / active EE | $2,283 | $1,874+21.8% | $2,690-15.1% | $2,756-17.2% |
| Participant deferral / active EE | $4,083 | $3,052+33.8% | $4,257-4.1% | $4,297-5.0% |
| Admin fee / account holder | $1,739 | $5,240-66.8% | $6,416-72.9% | $6,935-74.9% |