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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 | $67,372 | $49,239+36.8% | $70,462-4.4% | $79,858-15.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 16.71% | 30.08%-13.4pp | 109.08%-92.4pp | 31.72%-15.0pp |
| Employer contribution / active EE | $3,862 | $2,100+83.9% | $2,737+41.1% | $2,471+56.3% |
| Participant deferral / active EE | $2,579 | $2,769-6.9% | $3,710-30.5% | $3,740-31.0% |
| Admin fee / account holder | $5,171 | $2,876+79.8% | $3,845+34.5% | $5,306-2.5% |