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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 | $61,326 | $99,345-38.3% | $84,753-27.6% | $273,972-77.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 10.48% | 22.93%-12.4pp | 22.78%-12.3pp | 41.46%-31.0pp |
| Employer contribution / active EE | $2,766 | $4,214-34.4% | $3,574-22.6% | $4,869-43.2% |
| Participant deferral / active EE | $7,577 | $4,270+77.5% | $3,712+104.1% | $5,287+43.3% |
| Admin fee / account holder | $12,159 | $6,645+83.0% | $5,333+128.0% | $10,133+20.0% |