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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 | $71,114 | $49,249+44.4% | $70,476+0.9% | $79,852-10.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 14.34% | 30.09%-15.7pp | 109.12%-94.8pp | 31.72%-17.4pp |
| Employer contribution / active EE | $1,310 | $2,100-37.6% | $2,738-52.2% | $2,471-47.0% |
| Participant deferral / active EE | $1,757 | $2,769-36.5% | $3,710-52.6% | $3,740-53.0% |
| Admin fee / account holder | $2,100 | $2,878-27.0% | $3,847-45.4% | $5,306-60.4% |