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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 | $63,848 | $76,371-16.4% | $93,621-31.8% | $72,975-12.5% |
| Participation rate | 100.0% | 71.8%+28.2pp | 75.8%+24.2pp | 69.5%+30.5pp |
| Annual return | 31.17% | 25.82%+5.3pp | 32.76%-1.6pp | 81.01%-49.8pp |
| Employer contribution / active EE | $3,219 | $2,276+41.4% | $2,719+18.4% | $2,440+31.9% |
| Participant deferral / active EE | $7,473 | $3,538+111.2% | $4,070+83.6% | $3,608+107.2% |
| Admin fee / account holder | $3,134 | $6,839-54.2% | $7,890-60.3% | $5,124-38.8% |