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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 | $84,696 | $45,050+88.0% | $63,018+34.4% | $70,126+20.8% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 15.27% | 18.76%-3.5pp | 87.62%-72.4pp | 73.15%-57.9pp |
| Employer contribution / active EE | $1,308 | $2,052-36.3% | $2,761-52.6% | $2,343-44.2% |
| Participant deferral / active EE | $3,808 | $2,466+54.5% | $3,330+14.4% | $3,332+14.3% |
| Admin fee / account holder | $3,671 | $2,834+29.6% | $3,601+2.0% | $4,645-21.0% |