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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 | $81,723 | $81,233+0.6% | $155,567-47.5% | $80,874+1.1% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 12.27% | 33.33%-21.1pp | 64.74%-52.5pp | 35.62%-23.3pp |
| Employer contribution / active EE | $5,572 | $3,101+79.7% | $4,674+19.2% | $2,756+102.2% |
| Participant deferral / active EE | $4,121 | $3,452+19.4% | $5,628-26.8% | $4,297-4.1% |
| Admin fee / account holder | $5,680 | $7,998-29.0% | $15,916-64.3% | $6,935-18.1% |