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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 | $67,165 | $76,551-12.3% | $123,894-45.8% | $62,881+6.8% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 6.67% | 18.68%-12.0pp | 47.52%-40.8pp | 20.14%-13.5pp |
| Employer contribution / active EE | $6,296 | $2,882+118.4% | $4,617+36.4% | $2,281+176.0% |
| Participant deferral / active EE | $6,449 | $4,840+33.2% | $5,984+7.8% | $3,203+101.3% |
| Admin fee / account holder | $3,916 | $4,826-18.8% | $8,357-53.1% | $4,296-8.8% |