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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 | $64,345 | $62,672+2.7% | $185,117-65.2% | $70,131-8.3% |
| Participation rate | 100.0% | 63.8%+36.2pp | 77.3%+22.7pp | 69.5%+30.5pp |
| Annual return | 18.31% | 40.79%-22.5pp | 40.50%-22.2pp | 73.14%-54.8pp |
| Employer contribution / active EE | $1,723 | $1,753-1.7% | $4,182-58.8% | $2,342-26.5% |
| Participant deferral / active EE | $3,239 | $3,272-1.0% | $5,045-35.8% | $3,332-2.8% |
| Admin fee / account holder | $5,001 | $3,932+27.2% | $8,159-38.7% | $4,645+7.6% |