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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 | $81,276+0.6% | $155,574-47.5% | $80,925+1.0% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 12.27% | 33.36%-21.1pp | 64.87%-52.6pp | 35.65%-23.4pp |
| Employer contribution / active EE | $5,572 | $3,103+79.6% | $4,676+19.2% | $2,756+102.2% |
| Participant deferral / active EE | $4,121 | $3,453+19.4% | $5,629-26.8% | $4,299-4.1% |
| Admin fee / account holder | $5,680 | $7,993-28.9% | $15,914-64.3% | $6,940-18.2% |