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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 | $81,358+0.4% | $155,556-47.5% | $80,959+0.9% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 12.27% | 33.39%-21.1pp | 64.84%-52.6pp | 35.67%-23.4pp |
| Employer contribution / active EE | $5,572 | $3,106+79.4% | $4,675+19.2% | $2,757+102.1% |
| Participant deferral / active EE | $4,121 | $3,455+19.3% | $5,631-26.8% | $4,300-4.2% |
| Admin fee / account holder | $5,680 | $7,994-28.9% | $15,885-64.2% | $6,925-18.0% |