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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 | $72,817 | $76,551-4.9% | $123,894-41.2% | $62,881+15.8% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 8.53% | 18.68%-10.1pp | 47.52%-39.0pp | 20.14%-11.6pp |
| Employer contribution / active EE | $6,047 | $2,882+109.8% | $4,617+31.0% | $2,281+165.1% |
| Participant deferral / active EE | $6,742 | $4,840+39.3% | $5,984+12.7% | $3,203+110.5% |
| Admin fee / account holder | $6,475 | $4,826+34.2% | $8,357-22.5% | $4,296+50.7% |