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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 | $69,903 | $215,361-67.5% | $171,082-59.1% | $273,972-74.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 11.34% | 25.14%-13.8pp | 32.56%-21.2pp | 41.46%-30.1pp |
| Employer contribution / active EE | $1,233 | $4,967-75.2% | $4,002-69.2% | $4,869-74.7% |
| Participant deferral / active EE | $3,911 | $5,543-29.4% | $4,797-18.5% | $5,287-26.0% |
| Admin fee / account holder | $434 | $10,846-96.0% | $8,520-94.9% | $10,133-95.7% |