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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 | $57,133 | $49,249+16.0% | $70,476-18.9% | $79,852-28.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 7.29% | 30.09%-22.8pp | 109.12%-101.8pp | 31.72%-24.4pp |
| Employer contribution / active EE | $2,671 | $2,100+27.2% | $2,738-2.4% | $2,471+8.1% |
| Participant deferral / active EE | $3,834 | $2,769+38.5% | $3,710+3.3% | $3,740+2.5% |
| Admin fee / account holder | $1,912 | $2,878-33.6% | $3,847-50.3% | $5,306-64.0% |