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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 | $64,830 | $76,551-15.3% | $123,894-47.7% | $62,881+3.1% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 6.64% | 18.68%-12.0pp | 47.52%-40.9pp | 20.14%-13.5pp |
| Employer contribution / active EE | $2,740 | $2,882-4.9% | $4,617-40.7% | $2,281+20.1% |
| Participant deferral / active EE | $5,891 | $4,840+21.7% | $5,984-1.6% | $3,203+83.9% |
| Admin fee / account holder | $2,824 | $4,826-41.5% | $8,357-66.2% | $4,296-34.3% |