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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 | $73,604 | $93,064-20.9% | $74,577-1.3% | $273,972-73.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 9.52% | 26.18%-16.7pp | 20.47%-10.9pp | 41.46%-31.9pp |
| Employer contribution / active EE | $5,006 | $3,160+58.4% | $2,525+98.2% | $4,869+2.8% |
| Participant deferral / active EE | $5,901 | $4,160+41.8% | $3,458+70.6% | $5,287+11.6% |
| Admin fee / account holder | $4,230 | $5,273-19.8% | $4,138+2.2% | $10,133-58.3% |