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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 | $74,773 | $57,073+31.0% | $85,126-12.2% | $80,925-7.6% |
| Participation rate | 100.0% | 56.4%+43.6pp | 67.5%+32.5pp | 67.7%+32.3pp |
| Annual return | 13.64% | 21.69%-8.1pp | 66.63%-53.0pp | 35.65%-22.0pp |
| Employer contribution / active EE | $4,102 | $1,801+127.8% | $2,731+50.2% | $2,756+48.8% |
| Participant deferral / active EE | $6,463 | $3,113+107.6% | $4,523+42.9% | $4,299+50.4% |
| Admin fee / account holder | $631 | $4,988-87.3% | $6,160-89.8% | $6,940-90.9% |