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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 | $66,500 | $65,364+1.7% | $92,909-28.4% | $72,975-8.9% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 17.61% | 42.11%-24.5pp | 109.44%-91.8pp | 81.01%-63.4pp |
| Employer contribution / active EE | $7,468 | $2,594+187.9% | $3,653+104.4% | $2,440+206.1% |
| Participant deferral / active EE | $4,538 | $3,128+45.1% | $4,238+7.1% | $3,608+25.8% |
| Admin fee / account holder | $4,727 | $4,251+11.2% | $5,795-18.4% | $5,124-7.7% |