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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 | $59,678 | $56,287+6.0% | $80,977-26.3% | $62,881-5.1% |
| Participation rate | 100.0% | 68.9%+31.1pp | 75.8%+24.2pp | 69.3%+30.7pp |
| Annual return | 12.80% | 22.13%-9.3pp | 17.11%-4.3pp | 20.14%-7.3pp |
| Employer contribution / active EE | $6,831 | $1,943+251.6% | $3,715+83.9% | $2,281+199.5% |
| Participant deferral / active EE | $5,142 | $4,196+22.6% | $5,696-9.7% | $3,203+60.5% |
| Admin fee / account holder | $6,444 | $3,742+72.2% | $5,517+16.8% | $4,296+50.0% |