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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 | $74,563 | $118,488-37.1% | $98,462-24.3% | $139,487-46.5% |
| Participation rate | 100.0% | 77.5%+22.5pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 22.31% | 18.96%+3.3pp | 21.17%+1.1pp | 373.84%-351.5pp |
| Employer contribution / active EE | $3,535 | $3,611-2.1% | $3,049+15.9% | $4,755-25.7% |
| Participant deferral / active EE | $3,007 | $5,393-44.2% | $4,738-36.5% | $6,713-55.2% |
| Admin fee / account holder | $4,389 | $13,868-68.3% | $8,875-50.5% | $11,407-61.5% |