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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 | $53,295 | $76,551-30.4% | $123,894-57.0% | $62,881-15.2% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 8.29% | 18.68%-10.4pp | 47.52%-39.2pp | 20.14%-11.9pp |
| Employer contribution / active EE | $5,703 | $2,882+97.8% | $4,617+23.5% | $2,281+150.0% |
| Participant deferral / active EE | $4,277 | $4,840-11.6% | $5,984-28.5% | $3,203+33.5% |
| Admin fee / account holder | $1,116 | $4,826-76.9% | $8,357-86.6% | $4,296-74.0% |