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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 | $77,228 | $63,365+21.9% | $91,994-16.1% | $72,976+5.8% |
| Participation rate | 100.0% | 72.5%+27.5pp | 78.6%+21.4pp | 69.5%+30.5pp |
| Annual return | 23.32% | 35.35%-12.0pp | 69.04%-45.7pp | 81.02%-57.7pp |
| Employer contribution / active EE | $3,472 | $2,116+64.1% | $3,453+0.6% | $2,440+42.3% |
| Participant deferral / active EE | $2,963 | $4,883-39.3% | $5,924-50.0% | $3,608-17.9% |
| Admin fee / account holder | $910 | $4,670-80.5% | $7,744-88.3% | $5,124-82.2% |