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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 | $66,295 | $56,894+16.5% | $84,753-21.8% | $62,881+5.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 5.39% | 6.30%-0.9pp | 22.78%-17.4pp | 20.14%-14.8pp |
| Employer contribution / active EE | $5,285 | $2,400+120.2% | $3,574+47.9% | $2,281+131.7% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $3,892 | $3,581+8.7% | $5,333-27.0% | $4,296-9.4% |