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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 | $60,858 | $58,311+4.4% | $81,882-25.7% | $80,959-24.8% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 15.86% | 41.85%-26.0pp | 779.47%-763.6pp | 35.67%-19.8pp |
| Employer contribution / active EE | $2,883 | $2,347+22.9% | $2,916-1.1% | $2,757+4.6% |
| Participant deferral / active EE | $5,433 | $3,287+65.3% | $4,323+25.7% | $4,300+26.3% |
| Admin fee / account holder | $1,308 | $4,752-72.5% | $7,360-82.2% | $6,925-81.1% |