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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 | $68,159 | $76,551-11.0% | $123,894-45.0% | $62,881+8.4% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 6.41% | 18.68%-12.3pp | 47.52%-41.1pp | 20.14%-13.7pp |
| Employer contribution / active EE | $5,336 | $2,882+85.1% | $4,617+15.6% | $2,281+133.9% |
| Participant deferral / active EE | $5,145 | $4,840+6.3% | $5,984-14.0% | $3,203+60.6% |
| Admin fee / account holder | $5,175 | $4,826+7.2% | $8,357-38.1% | $4,296+20.5% |