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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 | $58,843 | $65,685-10.4% | $57,181+2.9% | $273,968-78.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 5.53% | 21.99%-16.5pp | 14.59%-9.1pp | 41.45%-35.9pp |
| Employer contribution / active EE | $5,335 | $3,279+62.7% | $2,682+98.9% | $4,869+9.6% |
| Participant deferral / active EE | $5,799 | $3,781+53.4% | $3,096+87.3% | $5,287+9.7% |
| Admin fee / account holder | $582 | $4,835-88.0% | $3,139-81.5% | $10,132-94.3% |