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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 | $69,766 | $76,551-8.9% | $123,894-43.7% | $62,881+11.0% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 8.00% | 18.68%-10.7pp | 47.52%-39.5pp | 20.14%-12.1pp |
| Employer contribution / active EE | $6,662 | $2,882+131.1% | $4,617+44.3% | $2,281+192.1% |
| Participant deferral / active EE | $6,376 | $4,840+31.8% | $5,984+6.6% | $3,203+99.1% |
| Admin fee / account holder | $4,784 | $4,826-0.9% | $8,357-42.8% | $4,296+11.4% |