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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 | $76,332 | $96,956-21.3% | $69,779+9.4% | $273,972-72.1% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 4.16% | 12.93%-8.8pp | 12.99%-8.8pp | 41.46%-37.3pp |
| Employer contribution / active EE | $934 | $3,316-71.8% | $2,338-60.1% | $4,869-80.8% |
| Participant deferral / active EE | $1,867 | $3,744-50.1% | $2,931-36.3% | $5,287-64.7% |
| Admin fee / account holder | $7,058 | $7,934-11.0% | $4,381+61.1% | $10,133-30.3% |