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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 | $61,296 | $77,638-21.0% | $156,551-60.8% | $62,881-2.5% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 7.10% | 50.33%-43.2pp | 32.23%-25.1pp | 20.14%-13.0pp |
| Employer contribution / active EE | $2,639 | $3,444-23.4% | $5,501-52.0% | $2,281+15.7% |
| Participant deferral / active EE | $3,924 | $3,046+28.8% | $4,871-19.4% | $3,203+22.5% |
| Admin fee / account holder | $3,250 | $5,561-41.6% | $13,028-75.1% | $4,296-24.3% |