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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 | $58,878 | $49,255+19.5% | $70,494-16.5% | $79,856-26.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 13.98% | 30.10%-16.1pp | 109.16%-95.2pp | 31.71%-17.7pp |
| Employer contribution / active EE | $2,978 | $2,100+41.8% | $2,738+8.7% | $2,471+20.5% |
| Participant deferral / active EE | $3,920 | $2,768+41.6% | $3,711+5.6% | $3,741+4.8% |
| Admin fee / account holder | $1,417 | $2,879-50.8% | $3,848-63.2% | $5,306-73.3% |