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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 | $57,031 | $54,541+4.6% | $78,778-27.6% | $70,126-18.7% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | 17.23% | 21.07%-3.8pp | 35.62%-18.4pp | 73.15%-55.9pp |
| Employer contribution / active EE | $4,109 | $1,089+277.5% | $1,986+106.9% | $2,343+75.4% |
| Participant deferral / active EE | $4,168 | $2,210+88.6% | $2,958+40.9% | $3,332+25.1% |
| Admin fee / account holder | $1,820 | $3,709-50.9% | $5,134-64.5% | $4,645-60.8% |