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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 | $72,390 | $45,082+60.6% | $69,464+4.2% | $72,975-0.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 16.51% | 22.66%-6.2pp | 28.98%-12.5pp | 81.01%-64.5pp |
| Employer contribution / active EE | $4,632 | $2,055+125.4% | $2,779+66.7% | $2,440+89.8% |
| Participant deferral / active EE | $1,421 | $2,604-45.4% | $3,536-59.8% | $3,608-60.6% |
| Admin fee / account holder | $1,017 | $3,057-66.7% | $3,840-73.5% | $5,124-80.2% |