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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 | $140,478 | $76,371+83.9% | $93,621+50.1% | $72,975+92.5% |
| Participation rate | 100.0% | 71.8%+28.2pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 22.00% | 25.82%-3.8pp | 32.76%-10.8pp | 81.01%-59.0pp |
| Employer contribution / active EE | $1,327 | $2,276-41.7% | $2,719-51.2% | $2,440-45.6% |
| Participant deferral / active EE | $3,483 | $3,538-1.6% | $4,070-14.4% | $3,608-3.5% |
| Admin fee / account holder | $2,746 | $6,839-59.8% | $7,890-65.2% | $5,124-46.4% |