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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 | $79,028 | $76,551+3.2% | $123,894-36.2% | $62,881+25.7% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 7.58% | 18.68%-11.1pp | 47.52%-39.9pp | 20.14%-12.6pp |
| Employer contribution / active EE | $3,055 | $2,882+6.0% | $4,617-33.8% | $2,281+33.9% |
| Participant deferral / active EE | $6,815 | $4,840+40.8% | $5,984+13.9% | $3,203+112.8% |
| Admin fee / account holder | $7,367 | $4,826+52.7% | $8,357-11.8% | $4,296+71.5% |