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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 | $82,998 | $93,064-10.8% | $74,577+11.3% | $273,972-69.7% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 5.52% | 26.18%-20.7pp | 20.47%-14.9pp | 41.46%-35.9pp |
| Employer contribution / active EE | $5,154 | $3,160+63.1% | $2,525+104.1% | $4,869+5.9% |
| Participant deferral / active EE | $5,214 | $4,160+25.3% | $3,458+50.8% | $5,287-1.4% |
| Admin fee / account holder | $17,515 | $5,273+232.2% | $4,138+323.3% | $10,133+72.9% |