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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 | $61,432 | $45,082+36.3% | $69,464-11.6% | $72,975-15.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 19.25% | 22.66%-3.4pp | 28.98%-9.7pp | 81.01%-61.8pp |
| Employer contribution / active EE | $4,128 | $2,055+100.9% | $2,779+48.5% | $2,440+69.2% |
| Participant deferral / active EE | $3,978 | $2,604+52.8% | $3,536+12.5% | $3,608+10.3% |
| Admin fee / account holder | $2,471 | $3,057-19.2% | $3,840-35.6% | $5,124-51.8% |