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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 | $89,342 | $56,544+58.0% | $75,501+18.3% | $70,126+27.4% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.4%+27.6pp | 69.5%+30.5pp |
| Annual return | 14.19% | 23.59%-9.4pp | 27.35%-13.2pp | 73.15%-59.0pp |
| Employer contribution / active EE | $3,118 | $1,817+71.7% | $2,352+32.6% | $2,343+33.1% |
| Participant deferral / active EE | $1,586 | $2,580-38.5% | $3,142-49.5% | $3,332-52.4% |
| Admin fee / account holder | $3,255 | $3,827-14.9% | $5,801-43.9% | $4,645-29.9% |