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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 | $59,742 | $57,590+3.7% | $86,233-30.7% | $82,448-27.5% |
| Participation rate | 100.0% | 57.9%+42.1pp | 69.0%+31.0pp | 68.1%+31.9pp |
| Annual return | 24.65% | 22.41%+2.2pp | 61.39%-36.7pp | 41.64%-17.0pp |
| Employer contribution / active EE | $4,376 | $1,655+164.3% | $2,504+74.7% | $2,551+71.5% |
| Participant deferral / active EE | $5,426 | $3,080+76.2% | $4,559+19.0% | $4,139+31.1% |
| Admin fee / account holder | $479 | $4,730-89.9% | $8,342-94.3% | $7,234-93.4% |