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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 | $56,468 | $99,345-43.2% | $84,753-33.4% | $273,972-79.4% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.56% | 22.93%-14.4pp | 22.78%-14.2pp | 41.46%-32.9pp |
| Employer contribution / active EE | $5,391 | $4,214+27.9% | $3,574+50.8% | $4,869+10.7% |
| Participant deferral / active EE | $4,311 | $4,270+1.0% | $3,712+16.1% | $5,287-18.5% |
| Admin fee / account holder | $753 | $6,645-88.7% | $5,333-85.9% | $10,133-92.6% |