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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 | $79,668 | $36,948+115.6% | $73,658+8.2% | $87,485-8.9% |
| Participation rate | 100.0% | 46.8%+53.2pp | 57.0%+43.0pp | 68.9%+31.1pp |
| Annual return | 20.07% | 28.64%-8.6pp | 29.72%-9.7pp | 26.06%-6.0pp |
| Employer contribution / active EE | $786 | $670+17.4% | $1,032-23.8% | $2,596-69.7% |
| Participant deferral / active EE | $3,963 | $1,379+187.4% | $2,062+92.2% | $4,274-7.3% |
| Admin fee / account holder | $7,564 | $2,531+198.9% | $3,357+125.3% | $7,775-2.7% |