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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 | $64,631 | $136,307-52.6% | $106,619-39.4% | $273,972-76.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 8.05% | 11.05%-3.0pp | 9.42%-1.4pp | 41.46%-33.4pp |
| Employer contribution / active EE | $23,104 | $5,190+345.2% | $3,947+485.4% | $4,869+374.5% |
| Participant deferral / active EE | $4,940 | $4,969-0.6% | $3,930+25.7% | $5,287-6.6% |
| Admin fee / account holder | $741 | $8,625-91.4% | $6,418-88.5% | $10,133-92.7% |