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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 | $56,232 | $65,685-14.4% | $57,181-1.7% | $273,968-79.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 5.35% | 21.99%-16.6pp | 14.59%-9.2pp | 41.45%-36.1pp |
| Employer contribution / active EE | $8,242 | $3,279+151.4% | $2,682+207.3% | $4,869+69.3% |
| Participant deferral / active EE | $8,586 | $3,781+127.1% | $3,096+177.3% | $5,287+62.4% |
| Admin fee / account holder | $9,121 | $4,835+88.7% | $3,139+190.5% | $10,132-10.0% |