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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 | $88,538 | $93,064-4.9% | $74,577+18.7% | $273,972-67.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 7.90% | 26.18%-18.3pp | 20.47%-12.6pp | 41.46%-33.6pp |
| Employer contribution / active EE | $5,297 | $3,160+67.6% | $2,525+109.8% | $4,869+8.8% |
| Participant deferral / active EE | $9,378 | $4,160+125.4% | $3,458+171.2% | $5,287+77.4% |
| Admin fee / account holder | $5,115 | $5,273-3.0% | $4,138+23.6% | $10,133-49.5% |