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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 | $64,070 | $107,733-40.5% | $92,985-31.1% | $154,746-58.6% |
| Participation rate | 100.0% | 74.6%+25.4pp | 69.5%+30.5pp | 80.7%+19.3pp |
| Annual return | 15.63% | 30.39%-14.8pp | 27.99%-12.4pp | 172.34%-156.7pp |
| Employer contribution / active EE | $4,107 | $3,126+31.4% | $2,662+54.3% | $4,379-6.2% |
| Participant deferral / active EE | $2,340 | $5,053-53.7% | $4,377-46.5% | $6,730-65.2% |
| Admin fee / account holder | $1,191 | $11,369-89.5% | $9,463-87.4% | $14,365-91.7% |