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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 | $74,820 | $99,345-24.7% | $84,753-11.7% | $273,972-72.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 12.38% | 22.93%-10.6pp | 22.78%-10.4pp | 41.46%-29.1pp |
| Employer contribution / active EE | $2,187 | $4,214-48.1% | $3,574-38.8% | $4,869-55.1% |
| Participant deferral / active EE | $7,172 | $4,270+68.0% | $3,712+93.2% | $5,287+35.6% |
| Admin fee / account holder | $400 | $6,645-94.0% | $5,333-92.5% | $10,133-96.1% |