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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 | $60,645 | $45,082+34.5% | $69,464-12.7% | $72,975-16.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 18.52% | 22.66%-4.1pp | 28.98%-10.5pp | 81.01%-62.5pp |
| Employer contribution / active EE | $574 | $2,055-72.1% | $2,779-79.3% | $2,440-76.5% |
| Participant deferral / active EE | $5,537 | $2,604+112.7% | $3,536+56.6% | $3,608+53.5% |
| Admin fee / account holder | $1,115 | $3,057-63.5% | $3,840-71.0% | $5,124-78.2% |