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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 | $70,482 | $60,349+16.8% | $74,184-5.0% | $62,881+12.1% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 5.92% | 21.38%-15.5pp | 17.74%-11.8pp | 20.14%-14.2pp |
| Employer contribution / active EE | $5,641 | $1,680+235.7% | $2,370+138.0% | $2,281+147.3% |
| Participant deferral / active EE | $3,969 | $2,856+39.0% | $3,550+11.8% | $3,203+23.9% |
| Admin fee / account holder | $11,351 | $4,261+166.4% | $5,586+103.2% | $4,296+164.2% |