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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 | $215,689 | $93,071+131.7% | $74,583+189.2% | $273,965-21.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 5.91% | 26.18%-20.3pp | 20.47%-14.6pp | 41.45%-35.5pp |
| Employer contribution / active EE | $5,482 | $3,160+73.5% | $2,525+117.1% | $4,869+12.6% |
| Participant deferral / active EE | $10,565 | $4,160+154.0% | $3,458+205.5% | $5,287+99.8% |
| Admin fee / account holder | $1,686 | $5,272-68.0% | $4,138-59.2% | $10,132-83.4% |