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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 | $73,325 | $71,057+3.2% | $93,654-21.7% | $80,874-9.3% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 10.42% | 11.26%-0.8pp | 133.34%-122.9pp | 35.62%-25.2pp |
| Employer contribution / active EE | $3,821 | $1,564+144.3% | $2,421+57.8% | $2,756+38.7% |
| Participant deferral / active EE | $4,401 | $4,034+9.1% | $4,413-0.3% | $4,297+2.4% |
| Admin fee / account holder | $1,287 | $6,944-81.5% | $8,282-84.5% | $6,935-81.4% |