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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 | $63,889 | $76,551-16.5% | $123,894-48.4% | $62,881+1.6% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 7.44% | 18.68%-11.2pp | 47.52%-40.1pp | 20.14%-12.7pp |
| Employer contribution / active EE | $5,807 | $2,882+101.5% | $4,617+25.8% | $2,281+154.6% |
| Participant deferral / active EE | $3,616 | $4,840-25.3% | $5,984-39.6% | $3,203+12.9% |
| Admin fee / account holder | $3,065 | $4,826-36.5% | $8,357-63.3% | $4,296-28.7% |