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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 | $58,405 | $48,078+21.5% | $78,676-25.8% | $62,881-7.1% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 5.72% | 31.36%-25.6pp | 62.19%-56.5pp | 20.14%-14.4pp |
| Employer contribution / active EE | $3,458 | $2,015+71.6% | $2,850+21.3% | $2,281+51.6% |
| Participant deferral / active EE | $2,448 | $2,587-5.4% | $3,517-30.4% | $3,203-23.6% |
| Admin fee / account holder | $2,906 | $3,206-9.4% | $4,510-35.6% | $4,296-32.4% |