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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 | $56,740 | $45,079+25.9% | $69,461-18.3% | $72,983-22.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 20.86% | 22.65%-1.8pp | 28.97%-8.1pp | 81.01%-60.1pp |
| Employer contribution / active EE | $2,150 | $2,055+4.6% | $2,779-22.6% | $2,440-11.9% |
| Participant deferral / active EE | $4,653 | $2,603+78.8% | $3,536+31.6% | $3,608+29.0% |
| Admin fee / account holder | $800 | $3,056-73.8% | $3,840-79.2% | $5,124-84.4% |