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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 | $71,372 | $45,043+58.5% | $63,005+13.3% | $70,124+1.8% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 14.93% | 18.76%-3.8pp | 87.59%-72.7pp | 73.14%-58.2pp |
| Employer contribution / active EE | $1,863 | $2,052-9.2% | $2,760-32.5% | $2,342-20.5% |
| Participant deferral / active EE | $5,336 | $2,466+116.4% | $3,329+60.3% | $3,332+60.1% |
| Admin fee / account holder | $2,890 | $2,833+2.0% | $3,599-19.7% | $4,645-37.8% |