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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 | $77,854 | $54,757+42.2% | $90,304-13.8% | $72,975+6.7% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 19.96% | 30.63%-10.7pp | 78.13%-58.2pp | 81.01%-61.1pp |
| Employer contribution / active EE | $2,123 | $2,093+1.4% | $2,855-25.6% | $2,440-13.0% |
| Participant deferral / active EE | $3,554 | $2,887+23.1% | $3,885-8.5% | $3,608-1.5% |
| Admin fee / account holder | $7,779 | $3,973+95.8% | $5,354+45.3% | $5,124+51.8% |