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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 | $76,358 | $57,061+33.8% | $85,063-10.2% | $80,911-5.6% |
| Participation rate | 100.0% | 56.3%+43.7pp | 67.5%+32.5pp | 67.6%+32.4pp |
| Annual return | 16.15% | 21.66%-5.5pp | 66.54%-50.4pp | 35.63%-19.5pp |
| Employer contribution / active EE | $2,654 | $1,799+47.5% | $2,727-2.7% | $2,756-3.7% |
| Participant deferral / active EE | $5,796 | $3,110+86.3% | $4,523+28.1% | $4,297+34.9% |
| Admin fee / account holder | $336 | $4,986-93.3% | $6,155-94.5% | $6,935-95.2% |