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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 | $37,489 | $99,345-62.3% | $84,753-55.8% | $273,972-86.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 8.50% | 22.93%-14.4pp | 22.78%-14.3pp | 41.46%-33.0pp |
| Employer contribution / active EE | $5,780 | $4,214+37.2% | $3,574+61.7% | $4,869+18.7% |
| Participant deferral / active EE | $4,130 | $4,270-3.3% | $3,712+11.3% | $5,287-21.9% |
| Admin fee / account holder | $370 | $6,645-94.4% | $5,333-93.1% | $10,133-96.3% |