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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 | $75,950 | $99,345-23.5% | $84,753-10.4% | $273,970-72.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 9.11% | 22.93%-13.8pp | 22.78%-13.7pp | 41.46%-32.3pp |
| Employer contribution / active EE | $2,481 | $4,214-41.1% | $3,574-30.6% | $4,869-49.0% |
| Participant deferral / active EE | $2,482 | $4,270-41.9% | $3,712-33.1% | $5,287-53.0% |
| Admin fee / account holder | $2,066 | $6,645-68.9% | $5,333-61.3% | $10,132-79.6% |