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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 | $65,846 | $99,345-33.7% | $84,753-22.3% | $273,972-76.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.83% | 22.93%-17.1pp | 22.78%-17.0pp | 41.46%-35.6pp |
| Employer contribution / active EE | $7,870 | $4,214+86.8% | $3,574+120.2% | $4,869+61.6% |
| Participant deferral / active EE | $4,852 | $4,270+13.6% | $3,712+30.7% | $5,287-8.2% |
| Admin fee / account holder | $1,608 | $6,645-75.8% | $5,333-69.9% | $10,133-84.1% |