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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 | $55,271 | $93,064-40.6% | $74,577-25.9% | $273,972-79.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 20.39% | 26.18%-5.8pp | 20.47%-0.1pp | 41.46%-21.1pp |
| Employer contribution / active EE | $4,058 | $3,160+28.4% | $2,525+60.7% | $4,869-16.7% |
| Participant deferral / active EE | $5,873 | $4,160+41.2% | $3,458+69.8% | $5,287+11.1% |
| Admin fee / account holder | $4,471 | $5,273-15.2% | $4,138+8.0% | $10,133-55.9% |