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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 | $72,737 | $88,707-18.0% | $74,184-2.0% | $273,972-73.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.19% | 11.94%-4.8pp | 17.74%-10.5pp | 41.46%-34.3pp |
| Employer contribution / active EE | $1,579 | $3,159-50.0% | $2,370-33.4% | $4,869-67.6% |
| Participant deferral / active EE | $5,439 | $4,212+29.1% | $3,550+53.2% | $5,287+2.9% |
| Admin fee / account holder | $13,542 | $8,717+55.4% | $5,586+142.4% | $10,133+33.7% |