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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 | $58,038 | $102,609-43.4% | $98,090-40.8% | $138,895-58.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 81.5%+18.5pp | 79.9%+20.1pp |
| Annual return | 16.19% | 36.44%-20.3pp | 37.05%-20.9pp | 145.39%-129.2pp |
| Employer contribution / active EE | $7,001 | $3,867+81.0% | $3,606+94.1% | $4,194+66.9% |
| Participant deferral / active EE | $8,821 | $8,167+8.0% | $7,845+12.4% | $6,396+37.9% |
| Admin fee / account holder | $3,779 | $11,434-67.0% | $11,815-68.0% | $12,562-69.9% |