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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 | $68,914 | $72,486-4.9% | $87,103-20.9% | $72,976-5.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 19.57% | 24.46%-4.9pp | 28.19%-8.6pp | 81.02%-61.4pp |
| Employer contribution / active EE | $2,298 | $1,894+21.3% | $2,521-8.9% | $2,440-5.8% |
| Participant deferral / active EE | $3,689 | $3,270+12.8% | $4,049-8.9% | $3,608+2.2% |
| Admin fee / account holder | $4,727 | $5,055-6.5% | $7,491-36.9% | $5,124-7.7% |