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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 | $71,579 | $73,988-3.3% | $96,538-25.9% | $75,177-4.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 14.61% | 26.73%-12.1pp | 35.74%-21.1pp | 160.75%-146.1pp |
| Employer contribution / active EE | $2,140 | $2,930-27.0% | $3,740-42.8% | $2,671-19.9% |
| Participant deferral / active EE | $5,407 | $3,660+47.7% | $4,880+10.8% | $4,126+31.0% |
| Admin fee / account holder | $502 | $5,220-90.4% | $6,737-92.6% | $5,651-91.1% |