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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 | $59,387 | $88,707-33.1% | $74,184-19.9% | $273,972-78.3% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.99% | 11.94%-4.9pp | 17.74%-10.7pp | 41.46%-34.5pp |
| Employer contribution / active EE | $4,282 | $3,159+35.5% | $2,370+80.7% | $4,869-12.0% |
| Participant deferral / active EE | $4,607 | $4,212+9.4% | $3,550+29.8% | $5,287-12.9% |
| Admin fee / account holder | $487 | $8,717-94.4% | $5,586-91.3% | $10,133-95.2% |