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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 | $71,485 | $136,307-47.6% | $106,619-33.0% | $273,972-73.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 6.40% | 11.05%-4.7pp | 9.42%-3.0pp | 41.46%-35.1pp |
| Employer contribution / active EE | $3,111 | $5,190-40.1% | $3,947-21.2% | $4,869-36.1% |
| Participant deferral / active EE | $3,111 | $4,969-37.4% | $3,930-20.8% | $5,287-41.2% |
| Admin fee / account holder | $494 | $8,625-94.3% | $6,418-92.3% | $10,133-95.1% |