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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 | $76,558 | $54,541+40.4% | $78,778-2.8% | $70,126+9.2% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | 15.01% | 21.07%-6.1pp | 35.62%-20.6pp | 73.15%-58.1pp |
| Employer contribution / active EE | $5,452 | $1,089+400.9% | $1,986+174.6% | $2,343+132.8% |
| Participant deferral / active EE | $2,482 | $2,210+12.3% | $2,958-16.1% | $3,332-25.5% |
| Admin fee / account holder | $2,830 | $3,709-23.7% | $5,134-44.9% | $4,645-39.1% |