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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 | $49,779 | $49,249+1.1% | $70,476-29.4% | $79,852-37.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 7.53% | 30.09%-22.6pp | 109.12%-101.6pp | 31.72%-24.2pp |
| Employer contribution / active EE | $3,602 | $2,100+71.5% | $2,738+31.6% | $2,471+45.8% |
| Participant deferral / active EE | $3,026 | $2,769+9.3% | $3,710-18.4% | $3,740-19.1% |
| Admin fee / account holder | $2,008 | $2,878-30.2% | $3,847-47.8% | $5,306-62.1% |