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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 | $61,983 | $65,685-5.6% | $57,181+8.4% | $273,968-77.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 6.07% | 21.99%-15.9pp | 14.59%-8.5pp | 41.45%-35.4pp |
| Employer contribution / active EE | $2,184 | $3,279-33.4% | $2,682-18.6% | $4,869-55.1% |
| Participant deferral / active EE | $12,644 | $3,781+234.4% | $3,096+308.4% | $5,287+139.2% |
| Admin fee / account holder | $27,602 | $4,835+470.9% | $3,139+779.2% | $10,132+172.4% |