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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 | $66,873 | $64,920+3.0% | $103,693-35.5% | $86,983-23.1% |
| Participation rate | 100.0% | 63.6%+36.4pp | 72.6%+27.4pp | 69.5%+30.5pp |
| Annual return | 20.73% | 30.29%-9.6pp | 47.61%-26.9pp | 25.83%-5.1pp |
| Employer contribution / active EE | $4,224 | $2,141+97.3% | $2,920+44.6% | $2,584+63.4% |
| Participant deferral / active EE | $5,091 | $3,241+57.1% | $4,579+11.2% | $4,194+21.4% |
| Admin fee / account holder | $1,541 | $6,191-75.1% | $7,858-80.4% | $7,856-80.4% |