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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 | $72,677 | $49,255+47.6% | $70,494+3.1% | $79,856-9.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 15.18% | 30.10%-14.9pp | 109.16%-94.0pp | 31.71%-16.5pp |
| Employer contribution / active EE | $3,302 | $2,100+57.2% | $2,738+20.6% | $2,471+33.6% |
| Participant deferral / active EE | $2,923 | $2,768+5.6% | $3,711-21.2% | $3,741-21.9% |
| Admin fee / account holder | $5,268 | $2,879+83.0% | $3,848+36.9% | $5,306-0.7% |