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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 | $76,834 | $65,712+16.9% | $57,196+34.3% | $273,972-72.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 5.48% | 22.01%-16.5pp | 14.59%-9.1pp | 41.46%-36.0pp |
| Employer contribution / active EE | $4,561 | $3,280+39.1% | $2,683+70.0% | $4,869-6.3% |
| Participant deferral / active EE | $0 | $3,782-100.0% | $3,096-100.0% | $5,287-100.0% |
| Admin fee / account holder | $4,369 | $4,838-9.7% | $3,141+39.1% | $10,133-56.9% |