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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 | $128,049 | $96,562+32.6% | $80,976+58.1% | $273,968-53.3% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 5.63% | 15.14%-9.5pp | 17.10%-11.5pp | 41.45%-35.8pp |
| Employer contribution / active EE | $3,280 | $4,868-32.6% | $3,714-11.7% | $4,869-32.6% |
| Participant deferral / active EE | $4,942 | $6,597-25.1% | $5,696-13.2% | $5,287-6.5% |
| Admin fee / account holder | $1,835 | $7,493-75.5% | $5,516-66.7% | $10,132-81.9% |