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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 | $67,246 | $46,596+44.3% | $64,099+4.9% | $75,181-10.6% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 13.13% | 26.04%-12.9pp | 33.70%-20.6pp | 160.69%-147.6pp |
| Employer contribution / active EE | $3,107 | $1,975+57.4% | $2,748+13.1% | $2,671+16.4% |
| Participant deferral / active EE | $4,488 | $2,837+58.2% | $3,881+15.6% | $4,126+8.8% |
| Admin fee / account holder | $5,359 | $2,954+81.4% | $3,070+74.5% | $5,650-5.2% |