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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 | $57,061+19.7% | $85,063-19.7% | $80,911-15.6% |
| Participation rate | 100.0% | 56.3%+43.7pp | 67.5%+32.5pp | 67.6%+32.4pp |
| Annual return | 33.49% | 21.66%+11.8pp | 66.54%-33.0pp | 35.63%-2.1pp |
| Employer contribution / active EE | $2,817 | $1,799+56.6% | $2,727+3.3% | $2,756+2.2% |
| Participant deferral / active EE | $5,552 | $3,110+78.5% | $4,523+22.8% | $4,297+29.2% |
| Admin fee / account holder | $2,337 | $4,986-53.1% | $6,155-62.0% | $6,935-66.3% |