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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 | $66,126 | $56,544+16.9% | $75,501-12.4% | $70,126-5.7% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.4%+27.6pp | 69.5%+30.5pp |
| Annual return | 14.38% | 23.59%-9.2pp | 27.35%-13.0pp | 73.15%-58.8pp |
| Employer contribution / active EE | $4,787 | $1,817+163.5% | $2,352+103.5% | $2,343+104.3% |
| Participant deferral / active EE | $6,478 | $2,580+151.1% | $3,142+106.2% | $3,332+94.4% |
| Admin fee / account holder | $8,393 | $3,827+119.3% | $5,801+44.7% | $4,645+80.7% |