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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 | $68,021 | $78,197-13.0% | $98,090-30.7% | $82,637-17.7% |
| Participation rate | 100.0% | 77.5%+22.5pp | 81.5%+18.5pp | 68.1%+31.9pp |
| Annual return | 19.39% | 40.25%-20.9pp | 37.05%-17.7pp | 53.51%-34.1pp |
| Employer contribution / active EE | $4,544 | $2,605+74.5% | $3,606+26.0% | $2,552+78.0% |
| Participant deferral / active EE | $5,867 | $6,636-11.6% | $7,845-25.2% | $4,126+42.2% |
| Admin fee / account holder | $3,560 | $14,832-76.0% | $11,815-69.9% | $7,339-51.5% |