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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 | $69,755 | $99,345-29.8% | $84,753-17.7% | $273,972-74.5% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.93% | 22.93%-15.0pp | 22.78%-14.9pp | 41.46%-33.5pp |
| Employer contribution / active EE | $3,787 | $4,214-10.1% | $3,574+6.0% | $4,869-22.2% |
| Participant deferral / active EE | $8,082 | $4,270+89.3% | $3,712+117.7% | $5,287+52.9% |
| Admin fee / account holder | $5,209 | $6,645-21.6% | $5,333-2.3% | $10,133-48.6% |