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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 | $50,859 | $43,333+17.4% | $59,883-15.1% | $64,181-20.8% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 8.34% | -1.55%+9.9pp | 3.46%+4.9pp | 7.63%+0.7pp |
| Employer contribution / active EE | $5,163 | $2,029+154.4% | $2,722+89.7% | $2,381+116.9% |
| Participant deferral / active EE | $4,723 | $2,547+85.4% | $3,402+38.8% | $3,470+36.1% |
| Admin fee / account holder | $3,352 | $3,006+11.5% | $3,591-6.6% | $4,887-31.4% |