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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 | $68,685 | $96,558-28.9% | $80,977-15.2% | $273,972-74.9% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 4.03% | 15.14%-11.1pp | 17.11%-13.1pp | 41.46%-37.4pp |
| Employer contribution / active EE | $10,695 | $4,869+119.7% | $3,715+187.9% | $4,869+119.7% |
| Participant deferral / active EE | $12,303 | $6,598+86.5% | $5,696+116.0% | $5,287+132.7% |
| Admin fee / account holder | $3,704 | $7,493-50.6% | $5,517-32.9% | $10,133-63.4% |