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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 | $72,541 | $49,255+47.3% | $70,494+2.9% | $79,856-9.2% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 14.00% | 30.10%-16.1pp | 109.16%-95.2pp | 31.71%-17.7pp |
| Employer contribution / active EE | $4,957 | $2,100+136.0% | $2,738+81.0% | $2,471+100.6% |
| Participant deferral / active EE | $2,424 | $2,768-12.4% | $3,711-34.7% | $3,741-35.2% |
| Admin fee / account holder | $1,342 | $2,879-53.4% | $3,848-65.1% | $5,306-74.7% |