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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 | $54,865 | $54,757+0.2% | $90,304-39.2% | $72,975-24.8% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 19.04% | 30.63%-11.6pp | 78.13%-59.1pp | 81.01%-62.0pp |
| Employer contribution / active EE | $3,928 | $2,093+87.7% | $2,855+37.6% | $2,440+61.0% |
| Participant deferral / active EE | $4,175 | $2,887+44.6% | $3,885+7.5% | $3,608+15.7% |
| Admin fee / account holder | $1,220 | $3,973-69.3% | $5,354-77.2% | $5,124-76.2% |