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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 | $96,037 | $99,345-3.3% | $84,753+13.3% | $273,972-64.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.89% | 22.93%-17.0pp | 22.78%-16.9pp | 41.46%-35.6pp |
| Employer contribution / active EE | $11,046 | $4,214+162.1% | $3,574+209.0% | $4,869+126.9% |
| Participant deferral / active EE | $7,468 | $4,270+74.9% | $3,712+101.2% | $5,287+41.2% |
| Admin fee / account holder | $28,019 | $6,645+321.6% | $5,333+425.4% | $10,133+176.5% |