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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 | $76,690 | $56,287+36.2% | $80,977-5.3% | $62,881+22.0% |
| Participation rate | 100.0% | 68.9%+31.1pp | 75.8%+24.2pp | 69.3%+30.7pp |
| Annual return | 5.96% | 22.13%-16.2pp | 17.11%-11.1pp | 20.14%-14.2pp |
| Employer contribution / active EE | $4,515 | $1,943+132.4% | $3,715+21.6% | $2,281+98.0% |
| Participant deferral / active EE | $4,484 | $4,196+6.9% | $5,696-21.3% | $3,203+40.0% |
| Admin fee / account holder | $3,765 | $3,742+0.6% | $5,517-31.7% | $4,296-12.4% |