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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 | $55,425 | $45,087+22.9% | $69,483-20.2% | $72,976-24.1% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 22.42% | 22.67%-0.2pp | 28.99%-6.6pp | 81.02%-58.6pp |
| Employer contribution / active EE | $3,797 | $2,055+84.7% | $2,780+36.6% | $2,440+55.6% |
| Participant deferral / active EE | $2,646 | $2,603+1.6% | $3,537-25.2% | $3,608-26.7% |
| Admin fee / account holder | $1,238 | $3,057-59.5% | $3,841-67.8% | $5,124-75.8% |