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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 | $62,825 | $72,486-13.3% | $87,103-27.9% | $72,976-13.9% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 18.04% | 24.46%-6.4pp | 28.19%-10.2pp | 81.02%-63.0pp |
| Employer contribution / active EE | $4,317 | $1,894+127.9% | $2,521+71.2% | $2,440+76.9% |
| Participant deferral / active EE | $1,822 | $3,270-44.3% | $4,049-55.0% | $3,608-49.5% |
| Admin fee / account holder | $4,867 | $5,055-3.7% | $7,491-35.0% | $5,124-5.0% |