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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 | $58,255 | $59,839-2.6% | $81,991-28.9% | $79,852-27.0% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.3%+30.7pp | 69.6%+30.4pp |
| Annual return | 11.68% | 17.56%-5.9pp | 41.31%-29.6pp | 31.72%-20.0pp |
| Employer contribution / active EE | $7,087 | $1,713+313.6% | $2,498+183.7% | $2,471+186.8% |
| Participant deferral / active EE | $3,837 | $2,695+42.4% | $3,722+3.1% | $3,740+2.6% |
| Admin fee / account holder | $5,392 | $4,287+25.8% | $5,665-4.8% | $5,306+1.6% |