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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 | $75,015 | $99,345-24.5% | $84,753-11.5% | $273,972-72.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.73% | 22.93%-14.2pp | 22.78%-14.0pp | 41.46%-32.7pp |
| Employer contribution / active EE | $1,832 | $4,214-56.5% | $3,574-48.8% | $4,869-62.4% |
| Participant deferral / active EE | $4,137 | $4,270-3.1% | $3,712+11.5% | $5,287-21.8% |
| Admin fee / account holder | $336 | $6,645-95.0% | $5,333-93.7% | $10,133-96.7% |