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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 | $46,225 | $45,087+2.5% | $69,483-33.5% | $72,976-36.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 34.52% | 22.67%+11.9pp | 28.99%+5.5pp | 81.02%-46.5pp |
| Employer contribution / active EE | $6,307 | $2,055+206.9% | $2,780+126.9% | $2,440+158.5% |
| Participant deferral / active EE | $5,479 | $2,603+110.5% | $3,537+54.9% | $3,608+51.9% |
| Admin fee / account holder | $2,355 | $3,057-23.0% | $3,841-38.7% | $5,124-54.0% |