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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 | $73,920 | $64,311+14.9% | $57,356+28.9% | $125,389-41.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 2.22% | 25.14%-22.9pp | 24.41%-22.2pp | 282.24%-280.0pp |
| Employer contribution / active EE | $5,106 | $3,193+59.9% | $2,689+89.9% | $4,866+4.9% |
| Participant deferral / active EE | $6,218 | $3,846+61.7% | $3,162+96.7% | $5,352+16.2% |
| Admin fee / account holder | $2,263 | $5,243-56.8% | $3,357-32.6% | $9,541-76.3% |