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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 | $79,357 | $56,894+39.5% | $84,753-6.4% | $62,881+26.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 4.88% | 6.30%-1.4pp | 22.78%-17.9pp | 20.14%-15.3pp |
| Employer contribution / active EE | $2,513 | $2,400+4.7% | $3,574-29.7% | $2,281+10.2% |
| Participant deferral / active EE | $3,380 | $2,709+24.8% | $3,712-8.9% | $3,203+5.5% |
| Admin fee / account holder | $8,991 | $3,581+151.1% | $5,333+68.6% | $4,296+109.3% |