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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 | $145,187 | $65,712+120.9% | $57,196+153.8% | $273,972-47.0% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 5.04% | 22.01%-17.0pp | 14.59%-9.6pp | 41.46%-36.4pp |
| Employer contribution / active EE | $1,951 | $3,280-40.5% | $2,683-27.3% | $4,869-59.9% |
| Participant deferral / active EE | $5,315 | $3,782+40.5% | $3,096+71.7% | $5,287+0.5% |
| Admin fee / account holder | $3,429 | $4,838-29.1% | $3,141+9.2% | $10,133-66.2% |