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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 | $74,649 | $105,623-29.3% | $87,502-14.7% | $273,972-72.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 8.59% | 12.26%-3.7pp | 12.21%-3.6pp | 41.46%-32.9pp |
| Employer contribution / active EE | $6,651 | $3,141+111.8% | $2,550+160.9% | $4,869+36.6% |
| Participant deferral / active EE | $10,133 | $3,601+181.4% | $3,149+221.8% | $5,287+91.6% |
| Admin fee / account holder | $326 | $4,781-93.2% | $4,221-92.3% | $10,133-96.8% |