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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 | $78,982 | $76,367+3.4% | $93,614-15.6% | $72,983+8.2% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 19.29% | 25.82%-6.5pp | 32.76%-13.5pp | 81.01%-61.7pp |
| Employer contribution / active EE | $6,881 | $2,275+202.4% | $2,718+153.1% | $2,440+182.0% |
| Participant deferral / active EE | $3,502 | $3,538-1.0% | $4,069-13.9% | $3,608-2.9% |
| Admin fee / account holder | $17,925 | $6,838+162.1% | $7,889+127.2% | $5,124+249.8% |