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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 | $69,710 | $45,043+54.8% | $63,005+10.6% | $70,124-0.6% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 26.37% | 18.76%+7.6pp | 87.59%-61.2pp | 73.14%-46.8pp |
| Employer contribution / active EE | $3,366 | $2,052+64.0% | $2,760+21.9% | $2,342+43.7% |
| Participant deferral / active EE | $4,430 | $2,466+79.7% | $3,329+33.1% | $3,332+33.0% |
| Admin fee / account holder | $1,508 | $2,833-46.8% | $3,599-58.1% | $4,645-67.5% |