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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 | $71,197+3.0% | $93,669-21.7% | $80,925-9.4% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.7%+32.3pp |
| Annual return | 10.42% | 11.27%-0.8pp | 133.59%-123.2pp | 35.65%-25.2pp |
| Employer contribution / active EE | $3,821 | $1,565+144.2% | $2,424+57.7% | $2,756+38.6% |
| Participant deferral / active EE | $4,401 | $4,036+9.0% | $4,416-0.3% | $4,299+2.4% |
| Admin fee / account holder | $1,287 | $6,959-81.5% | $8,291-84.5% | $6,940-81.5% |