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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 | $63,659 | $136,307-53.3% | $106,619-40.3% | $273,972-76.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 78.0%+22.0pp | 83.0%+17.0pp |
| Annual return | 6.61% | 11.05%-4.4pp | 9.42%-2.8pp | 41.46%-34.8pp |
| Employer contribution / active EE | $1,265 | $5,190-75.6% | $3,947-67.9% | $4,869-74.0% |
| Participant deferral / active EE | $5,791 | $4,969+16.5% | $3,930+47.4% | $5,287+9.5% |
| Admin fee / account holder | $1,037 | $8,625-88.0% | $6,418-83.8% | $10,133-89.8% |