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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 | $62,340 | $46,596+33.8% | $64,099-2.7% | $75,181-17.1% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 19.92% | 26.04%-6.1pp | 33.70%-13.8pp | 160.69%-140.8pp |
| Employer contribution / active EE | $3,279 | $1,975+66.0% | $2,748+19.3% | $2,671+22.8% |
| Participant deferral / active EE | $3,801 | $2,837+34.0% | $3,881-2.1% | $4,126-7.9% |
| Admin fee / account holder | $3,181 | $2,954+7.7% | $3,070+3.6% | $5,650-43.7% |