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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 | $84,577 | $64,307+31.5% | $57,349+47.5% | $125,388-32.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | 1.97% | 25.14%-23.2pp | 24.40%-22.4pp | 282.24%-280.3pp |
| Employer contribution / active EE | $3,799 | $3,193+19.0% | $2,689+41.3% | $4,866-21.9% |
| Participant deferral / active EE | $6,374 | $3,847+65.7% | $3,162+101.6% | $5,352+19.1% |
| Admin fee / account holder | $3,031 | $5,242-42.2% | $3,356-9.7% | $9,541-68.2% |