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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 | $115,568 | $93,064+24.2% | $74,577+55.0% | $273,972-57.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 6.65% | 26.18%-19.5pp | 20.47%-13.8pp | 41.46%-34.8pp |
| Employer contribution / active EE | $6,068 | $3,160+92.0% | $2,525+140.3% | $4,869+24.6% |
| Participant deferral / active EE | $5,965 | $4,160+43.4% | $3,458+72.5% | $5,287+12.8% |
| Admin fee / account holder | $5,142 | $5,273-2.5% | $4,138+24.3% | $10,133-49.2% |