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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 | $73,293 | $51,222+43.1% | $70,544+3.9% | $75,173-2.5% |
| Participation rate | 100.0% | 61.0%+39.0pp | 68.4%+31.6pp | 67.2%+32.8pp |
| Annual return | 23.25% | 30.06%-6.8pp | 32.79%-9.5pp | 160.72%-137.5pp |
| Employer contribution / active EE | $4,275 | $1,827+134.0% | $2,976+43.7% | $2,671+60.1% |
| Participant deferral / active EE | $6,426 | $2,850+125.4% | $4,568+40.7% | $4,126+55.7% |
| Admin fee / account holder | $2,395 | $4,096-41.5% | $6,427-62.7% | $5,651-57.6% |