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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 | $68,742 | $99,345-30.8% | $84,753-18.9% | $273,972-74.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 4.46% | 22.93%-18.5pp | 22.78%-18.3pp | 41.46%-37.0pp |
| Employer contribution / active EE | $13,927 | $4,214+230.5% | $3,574+289.6% | $4,869+186.0% |
| Participant deferral / active EE | $7,366 | $4,270+72.5% | $3,712+98.4% | $5,287+39.3% |
| Admin fee / account holder | $5,538 | $6,645-16.7% | $5,333+3.8% | $10,133-45.3% |