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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 | $69,173 | $106,524-35.1% | $152,301-54.6% | $87,485-20.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.4%+17.6pp | 68.9%+31.1pp |
| Annual return | 16.10% | 26.89%-10.8pp | 80.50%-64.4pp | 26.06%-10.0pp |
| Employer contribution / active EE | $5,680 | $3,371+68.5% | $4,624+22.8% | $2,596+118.8% |
| Participant deferral / active EE | $4,015 | $6,525-38.5% | $8,004-49.8% | $4,274-6.0% |
| Admin fee / account holder | $8,827 | $8,287+6.5% | $14,398-38.7% | $7,775+13.5% |