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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 | $63,853 | $106,749-40.2% | $145,433-56.1% | $82,448-22.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 15.66% | 27.59%-11.9pp | 66.58%-50.9pp | 41.64%-26.0pp |
| Employer contribution / active EE | $3,924 | $3,444+13.9% | $4,554-13.8% | $2,551+53.8% |
| Participant deferral / active EE | $3,117 | $6,519-52.2% | $7,897-60.5% | $4,139-24.7% |
| Admin fee / account holder | $1,520 | $8,390-81.9% | $13,129-88.4% | $7,234-79.0% |