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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 | $70,679 | $64,359+9.8% | $90,161-21.6% | $70,126+0.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 17.21% | 28.13%-10.9pp | 34.89%-17.7pp | 73.15%-55.9pp |
| Employer contribution / active EE | $1,237 | $2,046-39.5% | $3,318-62.7% | $2,343-47.2% |
| Participant deferral / active EE | $6,136 | $4,389+39.8% | $5,287+16.1% | $3,332+84.2% |
| Admin fee / account holder | $5,076 | $3,945+28.7% | $5,943-14.6% | $4,645+9.3% |