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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 | $71,219 | $76,551-7.0% | $123,894-42.5% | $62,881+13.3% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 8.37% | 18.68%-10.3pp | 47.52%-39.1pp | 20.14%-11.8pp |
| Employer contribution / active EE | $5,295 | $2,882+83.7% | $4,617+14.7% | $2,281+132.1% |
| Participant deferral / active EE | $5,521 | $4,840+14.1% | $5,984-7.7% | $3,203+72.4% |
| Admin fee / account holder | $933 | $4,826-80.7% | $8,357-88.8% | $4,296-78.3% |