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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 | $70,656 | $65,041+8.6% | $90,965-22.3% | $79,858-11.5% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 12.58% | 30.45%-17.9pp | 134.57%-122.0pp | 31.72%-19.1pp |
| Employer contribution / active EE | $1,899 | $1,247+52.3% | $2,122-10.5% | $2,471-23.1% |
| Participant deferral / active EE | $2,862 | $2,512+13.9% | $3,373-15.2% | $3,740-23.5% |
| Admin fee / account holder | $2,242 | $4,536-50.6% | $5,960-62.4% | $5,306-57.8% |