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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 | $68,930 | $45,082+52.9% | $69,464-0.8% | $72,975-5.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 18.05% | 22.66%-4.6pp | 28.98%-10.9pp | 81.01%-63.0pp |
| Employer contribution / active EE | $4,761 | $2,055+131.7% | $2,779+71.3% | $2,440+95.1% |
| Participant deferral / active EE | $4,469 | $2,604+71.6% | $3,536+26.4% | $3,608+23.9% |
| Admin fee / account holder | $1,169 | $3,057-61.8% | $3,840-69.6% | $5,124-77.2% |