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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 | $56,012 | $51,708+8.3% | $106,619-47.5% | $62,881-10.9% |
| Participation rate | 100.0% | 66.9%+33.1pp | 78.0%+22.0pp | 69.3%+30.7pp |
| Annual return | 6.33% | 4.69%+1.6pp | 9.42%-3.1pp | 20.14%-13.8pp |
| Employer contribution / active EE | $2,549 | $1,764+44.5% | $3,947-35.4% | $2,281+11.8% |
| Participant deferral / active EE | $5,012 | $2,315+116.5% | $3,930+27.5% | $3,203+56.5% |
| Admin fee / account holder | $2,549 | $3,349-23.9% | $6,418-60.3% | $4,296-40.7% |