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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 | $77,516 | $49,255+57.4% | $70,494+10.0% | $79,856-2.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 19.53% | 30.10%-10.6pp | 109.16%-89.6pp | 31.71%-12.2pp |
| Employer contribution / active EE | $2,878 | $2,100+37.0% | $2,738+5.1% | $2,471+16.4% |
| Participant deferral / active EE | $4,786 | $2,768+72.9% | $3,711+29.0% | $3,741+27.9% |
| Admin fee / account holder | $769 | $2,879-73.3% | $3,848-80.0% | $5,306-85.5% |