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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 | $56,400 | $45,082+25.1% | $69,464-18.8% | $72,975-22.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 14.00% | 22.66%-8.7pp | 28.98%-15.0pp | 81.01%-67.0pp |
| Employer contribution / active EE | $2,299 | $2,055+11.8% | $2,779-17.3% | $2,440-5.8% |
| Participant deferral / active EE | $4,269 | $2,604+64.0% | $3,536+20.7% | $3,608+18.3% |
| Admin fee / account holder | $19,668 | $3,057+543.4% | $3,840+412.2% | $5,124+283.8% |