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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 | $69,034 | $45,082+53.1% | $69,464-0.6% | $72,975-5.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 20.14% | 22.66%-2.5pp | 28.98%-8.8pp | 81.01%-60.9pp |
| Employer contribution / active EE | $2,151 | $2,055+4.7% | $2,779-22.6% | $2,440-11.8% |
| Participant deferral / active EE | $2,032 | $2,604-21.9% | $3,536-42.5% | $3,608-43.7% |
| Admin fee / account holder | $386 | $3,057-87.4% | $3,840-89.9% | $5,124-92.5% |