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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 | $70,105 | $45,079+55.5% | $69,461+0.9% | $72,986-3.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 19.36% | 22.65%-3.3pp | 28.97%-9.6pp | 81.01%-61.6pp |
| Employer contribution / active EE | $3,697 | $2,055+79.9% | $2,779+33.0% | $2,440+51.5% |
| Participant deferral / active EE | $5,555 | $2,603+113.5% | $3,536+57.1% | $3,607+54.0% |
| Admin fee / account holder | $10,384 | $3,056+239.8% | $3,840+170.5% | $5,124+102.6% |