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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 | $80,671 | $99,345-18.8% | $84,753-4.8% | $273,972-70.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 4.38% | 22.93%-18.5pp | 22.78%-18.4pp | 41.46%-37.1pp |
| Employer contribution / active EE | $5,854 | $4,214+38.9% | $3,574+63.8% | $4,869+20.2% |
| Participant deferral / active EE | $7,932 | $4,270+85.8% | $3,712+113.7% | $5,287+50.0% |
| Admin fee / account holder | $11,513 | $6,645+73.2% | $5,333+115.9% | $10,133+13.6% |