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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 | $56,444 | $56,110+0.6% | $94,993-40.6% | $70,126-19.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.9%+26.1pp | 69.5%+30.5pp |
| Annual return | 18.77% | 51.02%-32.3pp | 27.14%-8.4pp | 73.15%-54.4pp |
| Employer contribution / active EE | $2,201 | $1,442+52.6% | $2,603-15.5% | $2,343-6.0% |
| Participant deferral / active EE | $4,710 | $2,391+97.0% | $3,317+42.0% | $3,332+41.4% |
| Admin fee / account holder | $1,091 | $3,456-68.4% | $4,960-78.0% | $4,645-76.5% |