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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 | $64,426 | $65,712-2.0% | $57,196+12.6% | $273,972-76.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 6.10% | 22.01%-15.9pp | 14.59%-8.5pp | 41.46%-35.4pp |
| Employer contribution / active EE | $1,505 | $3,280-54.1% | $2,683-43.9% | $4,869-69.1% |
| Participant deferral / active EE | $1,830 | $3,782-51.6% | $3,096-40.9% | $5,287-65.4% |
| Admin fee / account holder | $7,527 | $4,838+55.6% | $3,141+139.7% | $10,133-25.7% |