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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 | $64,021 | $45,050+42.1% | $63,018+1.6% | $70,126-8.7% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 17.51% | 18.76%-1.3pp | 87.62%-70.1pp | 73.15%-55.6pp |
| Employer contribution / active EE | $2,716 | $2,052+32.3% | $2,761-1.6% | $2,343+15.9% |
| Participant deferral / active EE | $4,563 | $2,466+85.1% | $3,330+37.0% | $3,332+36.9% |
| Admin fee / account holder | $1,069 | $2,834-62.3% | $3,601-70.3% | $4,645-77.0% |