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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 | $75,859 | $99,345-23.6% | $84,753-10.5% | $273,972-72.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 4.61% | 22.93%-18.3pp | 22.78%-18.2pp | 41.46%-36.8pp |
| Employer contribution / active EE | $723 | $4,214-82.8% | $3,574-79.8% | $4,869-85.1% |
| Participant deferral / active EE | $3,346 | $4,270-21.6% | $3,712-9.8% | $5,287-36.7% |
| Admin fee / account holder | $17,588 | $6,645+164.7% | $5,333+229.8% | $10,133+73.6% |