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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 | $86,188 | $106,749-19.3% | $145,433-40.7% | $82,448+4.5% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 20.06% | 27.59%-7.5pp | 66.58%-46.5pp | 41.64%-21.6pp |
| Employer contribution / active EE | $5,872 | $3,444+70.5% | $4,554+28.9% | $2,551+130.2% |
| Participant deferral / active EE | $5,720 | $6,519-12.2% | $7,897-27.6% | $4,139+38.2% |
| Admin fee / account holder | $5,168 | $8,390-38.4% | $13,129-60.6% | $7,234-28.6% |