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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 | $51,535 | $56,894-9.4% | $84,753-39.2% | $62,881-18.0% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 5.86% | 6.30%-0.4pp | 22.78%-16.9pp | 20.14%-14.3pp |
| Employer contribution / active EE | $6,868 | $2,400+186.2% | $3,574+92.1% | $2,281+201.1% |
| Participant deferral / active EE | $3,232 | $2,709+19.3% | $3,712-12.9% | $3,203+0.9% |
| Admin fee / account holder | $2,828 | $3,581-21.0% | $5,333-47.0% | $4,296-34.2% |