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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 | $66,541 | $49,239+35.1% | $70,462-5.6% | $79,858-16.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 8.06% | 30.08%-22.0pp | 109.08%-101.0pp | 31.72%-23.7pp |
| Employer contribution / active EE | $2,603 | $2,100+24.0% | $2,737-4.9% | $2,471+5.4% |
| Participant deferral / active EE | $5,870 | $2,769+112.0% | $3,710+58.2% | $3,740+56.9% |
| Admin fee / account holder | $5,789 | $2,876+101.2% | $3,845+50.5% | $5,306+9.1% |