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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 | $60,140 | $65,712-8.5% | $57,196+5.1% | $273,972-78.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 2.42% | 22.01%-19.6pp | 14.59%-12.2pp | 41.46%-39.0pp |
| Employer contribution / active EE | $7,395 | $3,280+125.5% | $2,683+175.6% | $4,869+51.9% |
| Participant deferral / active EE | $6,063 | $3,782+60.3% | $3,096+95.8% | $5,287+14.7% |
| Admin fee / account holder | $33,023 | $4,838+582.6% | $3,141+951.5% | $10,133+225.9% |