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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 | $40,556 | $99,345-59.2% | $84,753-52.1% | $273,972-85.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 4.14% | 22.93%-18.8pp | 22.78%-18.6pp | 41.46%-37.3pp |
| Employer contribution / active EE | $4,890 | $4,214+16.0% | $3,574+36.8% | $4,869+0.4% |
| Participant deferral / active EE | $4,231 | $4,270-0.9% | $3,712+14.0% | $5,287-20.0% |
| Admin fee / account holder | $404 | $6,645-93.9% | $5,333-92.4% | $10,133-96.0% |