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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 | $73,467 | $64,359+14.2% | $90,161-18.5% | $70,126+4.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 16.34% | 28.13%-11.8pp | 34.89%-18.5pp | 73.15%-56.8pp |
| Employer contribution / active EE | $6,408 | $2,046+213.3% | $3,318+93.1% | $2,343+173.6% |
| Participant deferral / active EE | $4,523 | $4,389+3.1% | $5,287-14.5% | $3,332+35.8% |
| Admin fee / account holder | $964 | $3,945-75.6% | $5,943-83.8% | $4,645-79.2% |