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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 | $75,006 | $60,349+24.3% | $74,184+1.1% | $62,881+19.3% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 9.41% | 21.38%-12.0pp | 17.74%-8.3pp | 20.14%-10.7pp |
| Employer contribution / active EE | $1,119 | $1,680-33.4% | $2,370-52.8% | $2,281-51.0% |
| Participant deferral / active EE | $4,396 | $2,856+53.9% | $3,550+23.8% | $3,203+37.3% |
| Admin fee / account holder | $5,513 | $4,261+29.4% | $5,586-1.3% | $4,296+28.3% |