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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 | $62,036 | $64,311-3.5% | $57,356+8.2% | $125,389-50.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 2.33% | 25.14%-22.8pp | 24.41%-22.1pp | 282.24%-279.9pp |
| Employer contribution / active EE | $5,234 | $3,193+63.9% | $2,689+94.7% | $4,866+7.6% |
| Participant deferral / active EE | $2,356 | $3,846-38.8% | $3,162-25.5% | $5,352-56.0% |
| Admin fee / account holder | $2,861 | $5,243-45.4% | $3,357-14.8% | $9,541-70.0% |