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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 | $124,656 | $93,064+33.9% | $74,577+67.2% | $273,972-54.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 5.91% | 26.18%-20.3pp | 20.47%-14.6pp | 41.46%-35.5pp |
| Employer contribution / active EE | $6,318 | $3,160+99.9% | $2,525+150.2% | $4,869+29.8% |
| Participant deferral / active EE | $4,142 | $4,160-0.4% | $3,458+19.8% | $5,287-21.7% |
| Admin fee / account holder | $3,925 | $5,273-25.6% | $4,138-5.1% | $10,133-61.3% |