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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 | $86,571 | $58,512+48.0% | $84,020+3.0% | $72,983+18.6% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 22.42% | 28.93%-6.5pp | 71.31%-48.9pp | 81.01%-58.6pp |
| Employer contribution / active EE | $1,868 | $1,163+60.7% | $1,984-5.8% | $2,440-23.4% |
| Participant deferral / active EE | $0 | $2,394-100.0% | $3,239-100.0% | $3,608-100.0% |
| Admin fee / account holder | $4,224 | $4,569-7.6% | $6,101-30.8% | $5,124-17.6% |