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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 | $58,002 | $45,079+28.7% | $69,461-16.5% | $72,983-20.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 23.66% | 22.65%+1.0pp | 28.97%-5.3pp | 81.01%-57.3pp |
| Employer contribution / active EE | $3,598 | $2,055+75.1% | $2,779+29.5% | $2,440+47.5% |
| Participant deferral / active EE | $7,281 | $2,603+179.8% | $3,536+105.9% | $3,608+101.8% |
| Admin fee / account holder | $3,526 | $3,056+15.4% | $3,840-8.2% | $5,124-31.2% |