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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 | $60,948 | $48,078+26.8% | $78,676-22.5% | $62,881-3.1% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 12.73% | 31.36%-18.6pp | 62.19%-49.5pp | 20.14%-7.4pp |
| Employer contribution / active EE | $2,455 | $2,015+21.9% | $2,850-13.9% | $2,281+7.6% |
| Participant deferral / active EE | $2,455 | $2,587-5.1% | $3,517-30.2% | $3,203-23.3% |
| Admin fee / account holder | $9,951 | $3,206+210.4% | $4,510+120.6% | $4,296+131.7% |