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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 | $69,699 | $46,877+48.7% | $122,354-43.0% | $70,126-0.6% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 13.56% | 24.22%-10.7pp | 30.28%-16.7pp | 73.15%-59.6pp |
| Employer contribution / active EE | $4,056 | $1,288+214.8% | $4,051+0.1% | $2,343+73.2% |
| Participant deferral / active EE | $1,339 | $2,167-38.2% | $3,287-59.3% | $3,332-59.8% |
| Admin fee / account holder | $6,677 | $3,324+100.9% | $5,479+21.9% | $4,645+43.7% |