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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 | $68,239 | $48,076+41.9% | $78,693-13.3% | $62,891+8.5% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 4.87% | 31.35%-26.5pp | 62.18%-57.3pp | 20.14%-15.3pp |
| Employer contribution / active EE | $2,781 | $2,015+38.1% | $2,850-2.4% | $2,281+21.9% |
| Participant deferral / active EE | $6,797 | $2,588+162.7% | $3,517+93.3% | $3,203+112.2% |
| Admin fee / account holder | $3,791 | $3,207+18.2% | $4,511-16.0% | $4,296-11.7% |