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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 | $60,726 | $49,249+23.3% | $70,476-13.8% | $79,852-24.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 34.35% | 30.09%+4.3pp | 109.12%-74.8pp | 31.72%+2.6pp |
| Employer contribution / active EE | $726 | $2,100-65.4% | $2,738-73.5% | $2,471-70.6% |
| Participant deferral / active EE | $1,935 | $2,769-30.1% | $3,710-47.9% | $3,740-48.3% |
| Admin fee / account holder | $2,067 | $2,878-28.2% | $3,847-46.3% | $5,306-61.0% |