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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 | $57,270 | $99,345-42.4% | $84,753-32.4% | $273,972-79.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.84% | 22.93%-16.1pp | 22.78%-15.9pp | 41.46%-34.6pp |
| Employer contribution / active EE | $5,295 | $4,214+25.7% | $3,574+48.1% | $4,869+8.8% |
| Participant deferral / active EE | $3,990 | $4,270-6.5% | $3,712+7.5% | $5,287-24.5% |
| Admin fee / account holder | $2,031 | $6,645-69.4% | $5,333-61.9% | $10,133-80.0% |