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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 | $65,438 | $153,311-57.3% | $109,313-40.1% | $273,972-76.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 71.3%+28.7pp | 83.0%+17.0pp |
| Annual return | 7.65% | 29.86%-22.2pp | 22.07%-14.4pp | 41.46%-33.8pp |
| Employer contribution / active EE | $730 | $5,619-87.0% | $3,892-81.2% | $4,869-85.0% |
| Participant deferral / active EE | $6,379 | $3,932+62.2% | $3,166+101.5% | $5,287+20.6% |
| Admin fee / account holder | $5,209 | $8,076-35.5% | $5,666-8.1% | $10,133-48.6% |