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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 | $60,072 | $56,544+6.2% | $75,501-20.4% | $70,126-14.3% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.4%+27.6pp | 69.5%+30.5pp |
| Annual return | 20.73% | 23.59%-2.9pp | 27.35%-6.6pp | 73.15%-52.4pp |
| Employer contribution / active EE | $6,556 | $1,817+260.9% | $2,352+178.8% | $2,343+179.9% |
| Participant deferral / active EE | $3,028 | $2,580+17.4% | $3,142-3.6% | $3,332-9.1% |
| Admin fee / account holder | $4,945 | $3,827+29.2% | $5,801-14.8% | $4,645+6.4% |