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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 | $60,670 | $96,558-37.2% | $80,977-25.1% | $273,972-77.9% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 7.67% | 15.14%-7.5pp | 17.11%-9.4pp | 41.46%-33.8pp |
| Employer contribution / active EE | $4,581 | $4,869-5.9% | $3,715+23.3% | $4,869-5.9% |
| Participant deferral / active EE | $5,610 | $6,598-15.0% | $5,696-1.5% | $5,287+6.1% |
| Admin fee / account holder | $1,018 | $7,493-86.4% | $5,517-81.6% | $10,133-90.0% |