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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 | $49,171 | $43,338+13.5% | $59,887-17.9% | $64,173-23.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 13.32% | -1.55%+14.9pp | 3.46%+9.9pp | 7.63%+5.7pp |
| Employer contribution / active EE | $5,181 | $2,030+155.2% | $2,722+90.3% | $2,381+117.6% |
| Participant deferral / active EE | $4,972 | $2,547+95.2% | $3,402+46.1% | $3,470+43.3% |
| Admin fee / account holder | $4,602 | $3,007+53.0% | $3,591+28.2% | $4,887-5.8% |