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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 | $64,593 | $83,898-23.0% | $133,346-51.6% | $94,015-31.3% |
| Participation rate | 100.0% | 63.4%+36.6pp | 72.8%+27.2pp | 70.8%+29.2pp |
| Annual return | 32.90% | 16.00%+16.9pp | 36.85%-4.0pp | 17.84%+15.1pp |
| Employer contribution / active EE | $4,799 | $1,821+163.6% | $2,853+68.2% | $2,790+72.0% |
| Participant deferral / active EE | $3,391 | $3,245+4.5% | $4,332-21.7% | $4,249-20.2% |
| Admin fee / account holder | $3,277 | $7,809-58.0% | $14,264-77.0% | $8,951-63.4% |