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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 | $55,312 | $88,707-37.6% | $74,184-25.4% | $273,972-79.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.03% | 11.94%-5.9pp | 17.74%-11.7pp | 41.46%-35.4pp |
| Employer contribution / active EE | $11,433 | $3,159+261.9% | $2,370+382.4% | $4,869+134.8% |
| Participant deferral / active EE | $5,336 | $4,212+26.7% | $3,550+50.3% | $5,287+0.9% |
| Admin fee / account holder | $604 | $8,717-93.1% | $5,586-89.2% | $10,133-94.0% |