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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 | $60,139 | $99,345-39.5% | $84,753-29.0% | $273,972-78.0% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.12% | 22.93%-16.8pp | 22.78%-16.7pp | 41.46%-35.3pp |
| Employer contribution / active EE | $1,709 | $4,214-59.5% | $3,574-52.2% | $4,869-64.9% |
| Participant deferral / active EE | $4,500 | $4,270+5.4% | $3,712+21.2% | $5,287-14.9% |
| Admin fee / account holder | $311 | $6,645-95.3% | $5,333-94.2% | $10,133-96.9% |