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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 | $60,583 | $45,082+34.4% | $69,464-12.8% | $72,975-17.0% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 25.06% | 22.66%+2.4pp | 28.98%-3.9pp | 81.01%-55.9pp |
| Employer contribution / active EE | $5,346 | $2,055+160.1% | $2,779+92.4% | $2,440+119.1% |
| Participant deferral / active EE | $5,747 | $2,604+120.7% | $3,536+62.5% | $3,608+59.3% |
| Admin fee / account holder | $1,841 | $3,057-39.8% | $3,840-52.1% | $5,124-64.1% |