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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 | $64,000 | $65,712-2.6% | $57,196+11.9% | $273,972-76.6% |
| Participation rate | 90.0% | 78.3%+11.7pp | 75.3%+14.7pp | 83.0%+7.0pp |
| Annual return | 5.68% | 22.01%-16.3pp | 14.59%-8.9pp | 41.46%-35.8pp |
| Employer contribution / active EE | $4,953 | $3,280+51.0% | $2,683+84.6% | $4,869+1.7% |
| Participant deferral / active EE | $5,807 | $3,782+53.5% | $3,096+87.6% | $5,287+9.8% |
| Admin fee / account holder | $876 | $4,838-81.9% | $3,141-72.1% | $10,133-91.4% |