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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 | $97,902 | $96,558+1.4% | $80,977+20.9% | $273,972-64.3% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 9.28% | 15.14%-5.9pp | 17.11%-7.8pp | 41.46%-32.2pp |
| Employer contribution / active EE | $1,376 | $4,869-71.7% | $3,715-63.0% | $4,869-71.7% |
| Participant deferral / active EE | $1,974 | $6,598-70.1% | $5,696-65.4% | $5,287-62.7% |
| Admin fee / account holder | $1,225 | $7,493-83.6% | $5,517-77.8% | $10,133-87.9% |