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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 | $46,596+23.6% | $64,085-10.2% | $75,173-23.4% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 15.31% | 26.04%-10.7pp | 33.69%-18.4pp | 160.65%-145.3pp |
| Employer contribution / active EE | $2,735 | $1,975+38.4% | $2,747-0.5% | $2,670+2.4% |
| Participant deferral / active EE | $1,094 | $2,839-61.5% | $3,881-71.8% | $4,126-73.5% |
| Admin fee / account holder | $620 | $2,954-79.0% | $3,069-79.8% | $5,651-89.0% |