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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 | $62,170 | $65,685-5.4% | $57,181+8.7% | $273,965-77.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 5.65% | 21.99%-16.3pp | 14.59%-8.9pp | 41.45%-35.8pp |
| Employer contribution / active EE | $3,427 | $3,279+4.5% | $2,682+27.7% | $4,869-29.6% |
| Participant deferral / active EE | $3,592 | $3,781-5.0% | $3,096+16.0% | $5,287-32.1% |
| Admin fee / account holder | $2,014 | $4,835-58.3% | $3,139-35.8% | $10,132-80.1% |