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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 | $53,007 | $49,255+7.6% | $70,494-24.8% | $79,856-33.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 14.75% | 30.10%-15.3pp | 109.16%-94.4pp | 31.71%-17.0pp |
| Employer contribution / active EE | $2,461 | $2,100+17.2% | $2,738-10.1% | $2,471-0.4% |
| Participant deferral / active EE | $6,648 | $2,768+140.2% | $3,711+79.2% | $3,741+77.7% |
| Admin fee / account holder | $6,043 | $2,879+109.9% | $3,848+57.1% | $5,306+13.9% |