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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 | $45,429 | $88,370-48.6% | $112,977-59.8% | $79,858-43.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 82.6%+17.4pp | 69.6%+30.4pp |
| Annual return | 17.83% | 23.16%-5.3pp | 24.24%-6.4pp | 31.72%-13.9pp |
| Employer contribution / active EE | $5,685 | $3,398+67.3% | $4,255+33.6% | $2,471+130.1% |
| Participant deferral / active EE | $5,416 | $4,536+19.4% | $5,836-7.2% | $3,740+44.8% |
| Admin fee / account holder | $5,887 | $5,750+2.4% | $6,294-6.5% | $5,306+10.9% |