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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 | $126,043 | $132,310-4.7% | $105,754+19.2% | $273,972-54.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 4.52% | 10.08%-5.6pp | 12.25%-7.7pp | 41.46%-36.9pp |
| Employer contribution / active EE | $3,000 | $4,867-38.4% | $4,079-26.5% | $4,869-38.4% |
| Participant deferral / active EE | $0 | $6,233-100.0% | $5,326-100.0% | $5,287-100.0% |
| Admin fee / account holder | $4,788 | $12,036-60.2% | $8,309-42.4% | $10,133-52.7% |