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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 | $72,661 | $88,707-18.1% | $74,184-2.1% | $273,972-73.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.44% | 11.94%-5.5pp | 17.74%-11.3pp | 41.46%-35.0pp |
| Employer contribution / active EE | $7,286 | $3,159+130.6% | $2,370+207.4% | $4,869+49.6% |
| Participant deferral / active EE | $5,100 | $4,212+21.1% | $3,550+43.7% | $5,287-3.5% |
| Admin fee / account holder | $14,735 | $8,717+69.0% | $5,586+163.8% | $10,133+45.4% |