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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 | $57,574 | $46,534+23.7% | $64,097-10.2% | $75,177-23.4% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 15.31% | 26.07%-10.8pp | 33.75%-18.4pp | 160.75%-145.4pp |
| Employer contribution / active EE | $2,735 | $1,976+38.4% | $2,750-0.6% | $2,671+2.4% |
| Participant deferral / active EE | $1,094 | $2,835-61.4% | $3,881-71.8% | $4,126-73.5% |
| Admin fee / account holder | $620 | $2,957-79.0% | $3,070-79.8% | $5,651-89.0% |