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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 | $75,671 | $81,358-7.0% | $155,556-51.4% | $80,959-6.5% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 11.31% | 33.39%-22.1pp | 64.84%-53.5pp | 35.67%-24.4pp |
| Employer contribution / active EE | $5,057 | $3,106+62.8% | $4,675+8.2% | $2,757+83.4% |
| Participant deferral / active EE | $3,897 | $3,455+12.8% | $5,631-30.8% | $4,300-9.4% |
| Admin fee / account holder | $6,596 | $7,994-17.5% | $15,885-58.5% | $6,925-4.8% |