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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 | $65,649 | $81,457-19.4% | $103,378-36.5% | $80,911-18.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 12.35% | 25.58%-13.2pp | 24.91%-12.6pp | 35.63%-23.3pp |
| Employer contribution / active EE | $5,674 | $3,107+82.6% | $3,870+46.6% | $2,756+105.9% |
| Participant deferral / active EE | $4,259 | $3,871+10.0% | $5,058-15.8% | $4,297-0.9% |
| Admin fee / account holder | $1,307 | $6,717-80.5% | $8,401-84.4% | $6,935-81.1% |