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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 | $60,168 | $58,493+2.9% | $84,021-28.4% | $72,975-17.6% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 24.05% | 28.93%-4.9pp | 71.32%-47.3pp | 81.01%-57.0pp |
| Employer contribution / active EE | $4,172 | $1,163+258.7% | $1,984+110.3% | $2,440+71.0% |
| Participant deferral / active EE | $4,661 | $2,394+94.7% | $3,239+43.9% | $3,608+29.2% |
| Admin fee / account holder | $1,787 | $4,569-60.9% | $6,102-70.7% | $5,124-65.1% |