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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 | $64,842 | $65,712-1.3% | $57,196+13.4% | $273,972-76.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 6.01% | 22.01%-16.0pp | 14.59%-8.6pp | 41.46%-35.4pp |
| Employer contribution / active EE | $4,985 | $3,280+52.0% | $2,683+85.8% | $4,869+2.4% |
| Participant deferral / active EE | $4,609 | $3,782+21.9% | $3,096+48.9% | $5,287-12.8% |
| Admin fee / account holder | $1,084 | $4,838-77.6% | $3,141-65.5% | $10,133-89.3% |