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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 | $88,378 | $65,685+34.5% | $57,181+54.6% | $273,965-67.7% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 5.50% | 21.99%-16.5pp | 14.59%-9.1pp | 41.45%-36.0pp |
| Employer contribution / active EE | $3,860 | $3,279+17.7% | $2,682+43.9% | $4,869-20.7% |
| Participant deferral / active EE | $2,294 | $3,781-39.3% | $3,096-25.9% | $5,287-56.6% |
| Admin fee / account holder | $1,750 | $4,835-63.8% | $3,139-44.2% | $10,132-82.7% |