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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 | $56,691 | $48,076+17.9% | $78,693-28.0% | $62,891-9.9% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 7.38% | 31.35%-24.0pp | 62.18%-54.8pp | 20.14%-12.8pp |
| Employer contribution / active EE | $2,988 | $2,015+48.3% | $2,850+4.8% | $2,281+31.0% |
| Participant deferral / active EE | $6,084 | $2,588+135.1% | $3,517+73.0% | $3,203+89.9% |
| Admin fee / account holder | $973 | $3,207-69.6% | $4,511-78.4% | $4,296-77.3% |