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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 | $65,132 | $45,087+44.5% | $69,483-6.3% | $72,976-10.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 17.46% | 22.67%-5.2pp | 28.99%-11.5pp | 81.02%-63.6pp |
| Employer contribution / active EE | $3,144 | $2,055+53.0% | $2,780+13.1% | $2,440+28.9% |
| Participant deferral / active EE | $2,581 | $2,603-0.9% | $3,537-27.0% | $3,608-28.5% |
| Admin fee / account holder | $7,133 | $3,057+133.4% | $3,841+85.7% | $5,124+39.2% |