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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 | $137,444 | $65,685+109.2% | $57,181+140.4% | $273,968-49.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 5.79% | 21.99%-16.2pp | 14.59%-8.8pp | 41.45%-35.7pp |
| Employer contribution / active EE | $3,315 | $3,279+1.1% | $2,682+23.6% | $4,869-31.9% |
| Participant deferral / active EE | $3,230 | $3,781-14.6% | $3,096+4.3% | $5,287-38.9% |
| Admin fee / account holder | $3,554 | $4,835-26.5% | $3,139+13.2% | $10,132-64.9% |