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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 | $56,392 | $65,712-14.2% | $57,196-1.4% | $273,972-79.4% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 5.05% | 22.01%-17.0pp | 14.59%-9.5pp | 41.46%-36.4pp |
| Employer contribution / active EE | $4,126 | $3,280+25.8% | $2,683+53.8% | $4,869-15.2% |
| Participant deferral / active EE | $1,886 | $3,782-50.1% | $3,096-39.1% | $5,287-64.3% |
| Admin fee / account holder | $10,547 | $4,838+118.0% | $3,141+235.8% | $10,133+4.1% |