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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 | $84,650 | $72,269+17.1% | $101,271-16.4% | $79,852+6.0% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 13.67% | 22.29%-8.6pp | 46.48%-32.8pp | 31.72%-18.0pp |
| Employer contribution / active EE | $5,836 | $2,692+116.8% | $3,660+59.5% | $2,471+136.2% |
| Participant deferral / active EE | $4,649 | $3,282+41.7% | $4,371+6.4% | $3,740+24.3% |
| Admin fee / account holder | $1,505 | $4,401-65.8% | $5,948-74.7% | $5,306-71.6% |