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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 | $74,421 | $99,345-25.1% | $84,753-12.2% | $273,972-72.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 11.16% | 22.93%-11.8pp | 22.78%-11.6pp | 41.46%-30.3pp |
| Employer contribution / active EE | $1,362 | $4,214-67.7% | $3,574-61.9% | $4,869-72.0% |
| Participant deferral / active EE | $6,393 | $4,270+49.7% | $3,712+72.2% | $5,287+20.9% |
| Admin fee / account holder | $346 | $6,645-94.8% | $5,333-93.5% | $10,133-96.6% |