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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 | $63,159 | $93,617-32.5% | $135,982-53.6% | $75,177-16.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 19.34% | 30.89%-11.5pp | 68.32%-49.0pp | 160.75%-141.4pp |
| Employer contribution / active EE | $4,493 | $3,538+27.0% | $4,859-7.5% | $2,671+68.2% |
| Participant deferral / active EE | $4,736 | $6,406-26.1% | $7,760-39.0% | $4,126+14.8% |
| Admin fee / account holder | $3,360 | $6,980-51.9% | $10,767-68.8% | $5,651-40.6% |