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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 | $61,927 | $46,877+32.1% | $122,354-49.4% | $70,126-11.7% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 24.44% | 24.22%+0.2pp | 30.28%-5.8pp | 73.15%-48.7pp |
| Employer contribution / active EE | $2,603 | $1,288+102.0% | $4,051-35.7% | $2,343+11.1% |
| Participant deferral / active EE | $2,028 | $2,167-6.4% | $3,287-38.3% | $3,332-39.1% |
| Admin fee / account holder | $1,438 | $3,324-56.7% | $5,479-73.7% | $4,645-69.0% |