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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 | $71,970 | $105,623-31.9% | $87,502-17.8% | $273,970-73.7% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 7.14% | 12.26%-5.1pp | 12.21%-5.1pp | 41.46%-34.3pp |
| Employer contribution / active EE | $5,758 | $3,141+83.3% | $2,550+125.8% | $4,869+18.3% |
| Participant deferral / active EE | $10,002 | $3,601+177.8% | $3,149+217.6% | $5,287+89.2% |
| Admin fee / account holder | $881 | $4,781-81.6% | $4,221-79.1% | $10,132-91.3% |