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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 | $65,760 | $46,534+41.3% | $64,097+2.6% | $75,177-12.5% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 17.47% | 26.07%-8.6pp | 33.75%-16.3pp | 160.75%-143.3pp |
| Employer contribution / active EE | $3,341 | $1,976+69.1% | $2,750+21.5% | $2,671+25.1% |
| Participant deferral / active EE | $3,257 | $2,835+14.9% | $3,881-16.1% | $4,126-21.1% |
| Admin fee / account holder | $5,393 | $2,957+82.4% | $3,070+75.7% | $5,651-4.6% |