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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 | $67,110 | $57,590+16.5% | $86,233-22.2% | $82,448-18.6% |
| Participation rate | 100.0% | 57.9%+42.1pp | 69.0%+31.0pp | 68.1%+31.9pp |
| Annual return | 13.63% | 22.41%-8.8pp | 61.39%-47.8pp | 41.64%-28.0pp |
| Employer contribution / active EE | $2,677 | $1,655+61.7% | $2,504+6.9% | $2,551+4.9% |
| Participant deferral / active EE | $4,677 | $3,080+51.9% | $4,559+2.6% | $4,139+13.0% |
| Admin fee / account holder | $12,447 | $4,730+163.1% | $8,342+49.2% | $7,234+72.1% |