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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 | $61,087 | $56,277+8.5% | $80,976-24.6% | $62,891-2.9% |
| Participation rate | 100.0% | 69.0%+31.0pp | 75.8%+24.2pp | 69.3%+30.7pp |
| Annual return | 5.78% | 22.12%-16.3pp | 17.10%-11.3pp | 20.14%-14.4pp |
| Employer contribution / active EE | $3,433 | $1,943+76.7% | $3,714-7.6% | $2,281+50.5% |
| Participant deferral / active EE | $6,133 | $4,195+46.2% | $5,696+7.7% | $3,203+91.5% |
| Admin fee / account holder | $11,089 | $3,741+196.4% | $5,516+101.0% | $4,296+158.1% |