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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 | $78,540 | $65,712+19.5% | $57,196+37.3% | $273,972-71.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 5.78% | 22.01%-16.2pp | 14.59%-8.8pp | 41.46%-35.7pp |
| Employer contribution / active EE | $3,493 | $3,280+6.5% | $2,683+30.2% | $4,869-28.2% |
| Participant deferral / active EE | $9,676 | $3,782+155.9% | $3,096+212.5% | $5,287+83.0% |
| Admin fee / account holder | $701 | $4,838-85.5% | $3,141-77.7% | $10,133-93.1% |