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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 | $67,846 | $99,345-31.7% | $84,753-19.9% | $273,972-75.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.36% | 22.93%-16.6pp | 22.78%-16.4pp | 41.46%-35.1pp |
| Employer contribution / active EE | $7,165 | $4,214+70.0% | $3,574+100.4% | $4,869+47.2% |
| Participant deferral / active EE | $5,959 | $4,270+39.6% | $3,712+60.5% | $5,287+12.7% |
| Admin fee / account holder | $22,612 | $6,645+240.3% | $5,333+324.0% | $10,133+123.2% |