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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 | $66,779 | $181,896-63.3% | $156,551-57.3% | $273,972-75.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 3.89% | 30.74%-26.9pp | 32.23%-28.3pp | 41.46%-37.6pp |
| Employer contribution / active EE | $5,125 | $6,248-18.0% | $5,501-6.8% | $4,869+5.3% |
| Participant deferral / active EE | $9,250 | $5,550+66.7% | $4,871+89.9% | $5,287+74.9% |
| Admin fee / account holder | $43,438 | $15,560+179.2% | $13,028+233.4% | $10,133+328.7% |