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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 | $64,722 | $72,273-10.4% | $101,275-36.1% | $79,856-19.0% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 16.33% | 22.30%-6.0pp | 46.48%-30.2pp | 31.71%-15.4pp |
| Employer contribution / active EE | $5,595 | $2,691+107.9% | $3,660+52.9% | $2,471+126.4% |
| Participant deferral / active EE | $3,288 | $3,282+0.2% | $4,371-24.8% | $3,741-12.1% |
| Admin fee / account holder | $6,344 | $4,401+44.1% | $5,948+6.7% | $5,306+19.6% |