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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 | $68,277 | $57,073+19.6% | $85,126-19.8% | $80,925-15.6% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.7%+32.3pp |
| Annual return | 33.49% | 21.69%+11.8pp | 66.63%-33.1pp | 35.65%-2.2pp |
| Employer contribution / active EE | $2,817 | $1,801+56.4% | $2,731+3.1% | $2,756+2.2% |
| Participant deferral / active EE | $5,552 | $3,113+78.3% | $4,523+22.7% | $4,299+29.2% |
| Admin fee / account holder | $2,337 | $4,988-53.1% | $6,160-62.1% | $6,940-66.3% |