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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 | $69,142 | $77,638-10.9% | $156,551-55.8% | $62,881+10.0% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 7.97% | 50.33%-42.4pp | 32.23%-24.3pp | 20.14%-12.2pp |
| Employer contribution / active EE | $2,941 | $3,444-14.6% | $5,501-46.5% | $2,281+28.9% |
| Participant deferral / active EE | $2,262 | $3,046-25.7% | $4,871-53.6% | $3,203-29.4% |
| Admin fee / account holder | $2,280 | $5,561-59.0% | $13,028-82.5% | $4,296-46.9% |