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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 | $66,245 | $105,623-37.3% | $87,502-24.3% | $273,972-75.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 5.56% | 12.26%-6.7pp | 12.21%-6.7pp | 41.46%-35.9pp |
| Employer contribution / active EE | $4,358 | $3,141+38.8% | $2,550+70.9% | $4,869-10.5% |
| Participant deferral / active EE | $360 | $3,601-90.0% | $3,149-88.6% | $5,287-93.2% |
| Admin fee / account holder | $482 | $4,781-89.9% | $4,221-88.6% | $10,133-95.2% |