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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 | $65,644 | $54,757+19.9% | $90,304-27.3% | $72,975-10.0% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 18.02% | 30.63%-12.6pp | 78.13%-60.1pp | 81.01%-63.0pp |
| Employer contribution / active EE | $4,303 | $2,093+105.6% | $2,855+50.7% | $2,440+76.3% |
| Participant deferral / active EE | $1,093 | $2,887-62.1% | $3,885-71.9% | $3,608-69.7% |
| Admin fee / account holder | $369 | $3,973-90.7% | $5,354-93.1% | $5,124-92.8% |