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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 | $84,454 | $99,345-15.0% | $84,753-0.4% | $273,972-69.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.45% | 22.93%-15.5pp | 22.78%-15.3pp | 41.46%-34.0pp |
| Employer contribution / active EE | $8,937 | $4,214+112.1% | $3,574+150.0% | $4,869+83.6% |
| Participant deferral / active EE | $5,615 | $4,270+31.5% | $3,712+51.3% | $5,287+6.2% |
| Admin fee / account holder | $5,407 | $6,645-18.6% | $5,333+1.4% | $10,133-46.6% |